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Touchstone Sustainability and Impact Equity Fund

Daily NAV
$
Overall Morningstar Rating™
World Large Stock

Morningstar

Overall Morningstar Rating™ is calculated against 722 funds in the World Large Stock category.

The Morningstar Rating™ for funds, or “star rating,” is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds and separate accounts) with at least a 3-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating™ does not include any adjustment for sales load. The top 10% of products in each product category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% 3-year rating for 36-59 months of total returns, 60% 5-year rating/40% 3-year rating for 60-119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent 3-year period actually has the greatest impact because it is included in all three rating periods.
©2018 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Class A Shares star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms.

Active Share
88 %

Active Share

Active Share measures the percentage of the Fund’s holdings that differ from those of the benchmark. It is calculated by taking the sum of the absolute difference between all of the holdings and weights in the portfolio and those of the benchmark holdings and weights and dividing the results by two.

Active
Closet Index
Passive
 100%-80%  80%-60%  60%-40% 40%-20%   20%-0%
Generally, a Fund with an active share of more than 60% is considered actively managed. Active Share is not a performance measurement. A high degree of Active Share does not assure outperformance of a fund relative to its benchmark index. 
 

Overview

Overview

Actively Managed and Sub-Advised by Rockefeller & Co. LLC

Objective

The fund seeks long-term growth of capital.

Sustainability and Impact Equity Fund Commentary

Investment Style

  • Invests primarily in equity securities of U.S. and non-U.S. companies of any size, but generally focuses on larger, more established companies
  • Selects investments based on an evaluation of a company's sustainability practices which considers and analyzes the potential environmental, social and governance impacts and risks of a company, how well the company manages these impacts and risks and ascertains the company's willingness and ability to take a leadership position in implementing best practices
  • Applies bottom-up security analysis that includes fundamental, sector-based research in seeking to identify businesses that have high or improving returns on capital, barriers to competition and compelling valuations
A WORD ABOUT RISK

The Fund invests in equities which are subject to market volatility and loss. The Fund invests in stocks of large-cap companies which may be unable to respond quickly to new competitive challenges. The Fund invests in stocks of small- and mid-cap companies, which may be subject to more erratic market movements than stocks of larger, more established companies. The Fund invests in preferred stocks which are relegated below bonds for payment should the issuer be liquidated. The fixed dividend may be less attractive in a rising interest rate market. The Fund invests in convertible securities which are subject to the risks of both debt securities and equity securities. The Fund invests in foreign, emerging and frontier market securities, and depositary receipts, such as American Depositary Receipts, Global Depositary Receipts, and European Depositary Receipts, which carry the associated risks of economic and political instability, market liquidity, currency volatility and differences in accounting standards including those of certain European countries that may have the potential to leave the European Union. The risks associated with investing in foreign markets are magnified in emerging markets, and further magnified in frontier markets due to their smaller economies. The Fund's environmental, social and corporate governance criteria may cause the Fund to forgo opportunities to buy certain securities and/or gain exposure to certain industries, sectors, regions and countries. The Fund may be required to sell a security when it could be disadvantageous to do so. The Fund’s investments in other investment companies will be subject to substantially the same risks as those associated with the direct ownership of the securities comprising the portfolios of such investment companies, and the value of the Fund's investment will fluctuate in response to the performance of such portfolios. In addition, if the Fund acquires shares of investment companies, shareholders of the Fund will bear their proportionate share of the fees and expenses of the Fund and, indirectly, the fees and expenses of the investment companies. Current and future portfolio holdings are subject to risk. The Advisor engages a sub-advisor to make investment decisions for the Fund’s portfolio; it may be unable to identify and retain a sub-advisor who achieves superior investment returns relative to other similar sub-advisors.

Fund Facts

Fund Facts for Share Class
Symbol
CUSIP
Share Class Inception Date
Total Share Class Net Assets as of 06/30/2019
Total Fund Net Assets as of 06/30/2019 $737,774,101
Asset Class International / Global Equity
Morningstar Category World Large Stock
Benchmark MSCI All Country World Index
Distribution Frequency Annually
Portfolio Turnover Rate
Fiscal Year End
Prospectus Date 07/30/2019

Performance

Daily Returns as of
NAV NAV $ Change
Touchstone Sustainability and Impact Equity Fund -
HISTORICAL DAILY NAV
as of 06/30/2019
1 Month 3 Month YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Touchstone Sustainability and Impact Equity Fund -
Including Sales Charge
Touchstone Sustainability and Impact Equity Fund -
Excluding Sales Charge
MSCI All Country World Index 6.55% 3.61% 16.23% 5.74% 11.62% 6.16% 10.15% --
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. From time to time, the investment advisor may waive some fees and/or reimburse expenses, which if not waived or reimbursed, will lower performance. Returns are not annualized for periods of less than one year. Assumes reinvestment of all dividends and capital gains. The maximum front-end sales charge for Class A Shares of Touchstone U.S. Equity, International/Global Equity and Multi-Asset/Alternative Investment Funds excluding Touchstone Flexible Income Fund is 5.00%.
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. From time to time, the investment advisor may waive some fees and/or reimburse expenses, which if not waived or reimbursed, will lower performance. Returns are not annualized for periods of less than one year. Assumes reinvestment of all dividends and capital gains. Performance for Class C Shares is adjusted for the contingent deferred sales charges (CDSC) in effect at the end of the specified period. The CDSC for Class C Shares is 1.00% the first year you hold the shares and declines to 0% after the first year.
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. From time to time, the investment advisor may waive some fees and/or reimburse expenses, which if not waived or reimbursed, will lower performance. Returns are not annualized for periods of less than one year. Assumes reinvestment of all dividends and capital gains. Class Y Shares are sold at net asset value (NAV), without an initial sales charge and are not subject to a 12b-1 fee or contingent deferred sales charges.
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. From time to time, the investment advisor may waive some fees and/or reimburse expenses, which if not waived or reimbursed, will lower performance. Returns are not annualized for periods of less than one year. Assumes reinvestment of all dividends and capital gains. Class INST Shares are sold at net asset value (NAV), without an initial sales charge and are not subject to a 12b-1 fee or contingent deferred sales charges.
The performance presented for Class C and Y shares combines the performance since inception of an older class of shares (A shares) from the Fund’s inception 12/19/97 with the performance since the inception date of each share class. The performance for Institutional Class shares combines the performance of Class A shares from 12/ 19/97 to 11/9/04 with the performance of Class Y shares since its inception 11/10/04 until the inception date of the Institutional Class shares.
as of 06/30/2019
1 Year 3 Year 5 Year 10 Year Since Inception
Touchstone Sustainability and Impact Equity Fund -
Including Sales Charge
Touchstone Sustainability and Impact Equity Fund -
Excluding Sales Charge
MSCI All Country World Index 5.74% 11.62% 6.16% 10.15% --
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. From time to time, the investment advisor may waive some fees and/or reimburse expenses, which if not waived or reimbursed, will lower performance. Returns are not annualized for periods of less than one year. Assumes reinvestment of all dividends and capital gains. The maximum front-end sales charge for Class A Shares of Touchstone U.S. Equity, International/Global Equity and Multi-Asset/Alternative Investment Funds excluding Touchstone Flexible Income Fund is 5.00%.
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. From time to time, the investment advisor may waive some fees and/or reimburse expenses, which if not waived or reimbursed, will lower performance. Returns are not annualized for periods of less than one year. Assumes reinvestment of all dividends and capital gains. Performance for Class C Shares is adjusted for the contingent deferred sales charges (CDSC) in effect at the end of the specified period. The CDSC for Class C Shares is 1.00% the first year you hold the shares and declines to 0% after the first year.
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. From time to time, the investment advisor may waive some fees and/or reimburse expenses, which if not waived or reimbursed, will lower performance. Returns are not annualized for periods of less than one year. Assumes reinvestment of all dividends and capital gains. Class Y Shares are sold at net asset value (NAV), without an initial sales charge and are not subject to a 12b-1 fee or contingent deferred sales charges.
Performance data quoted represents past performance, which is no guarantee of future results. Current performance may be higher or lower than the performance data quoted. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. From time to time, the investment advisor may waive some fees and/or reimburse expenses, which if not waived or reimbursed, will lower performance. Returns are not annualized for periods of less than one year. Assumes reinvestment of all dividends and capital gains. Class INST Shares are sold at net asset value (NAV), without an initial sales charge and are not subject to a 12b-1 fee or contingent deferred sales charges.
The performance presented for Class C and Y shares combines the performance since inception of an older class of shares (A shares) from the Fund’s inception 12/19/97 with the performance since the inception date of each share class. The performance for Institutional Class shares combines the performance of Class A shares from 12/ 19/97 to 11/9/04 with the performance of Class Y shares since its inception 11/10/04 until the inception date of the Institutional Class shares.

Consider Touchstone Sustainability and Impact Equity Fund for Your Portfolio

Touchstone Sustainability and Impact Equity Fund seeks long-term growth of capital by investing primarily in equity securities of U.S. and non-U.S. companies of any size, but generally focuses on larger, more established companies, based on evaluations of their sustainability practices. 
Contact Us Now

Morningstar Rating™

Portfolio

as of 06/30/2019
Number of Holdings
66
Active Share
88%

Active Share

Active Share measures the percentage of the Fund’s holdings that differ from those of the benchmark. It is calculated by taking the sum of the absolute difference between all of the holdings and weights in the portfolio and those of the benchmark holdings and weights and dividing the results by two.

Active
Closet Index
Passive
 100%-80%  80%-60%  60%-40% 40%-20%   20%-0%
Generally, a Fund with an active share of more than 60% is considered actively managed. Active Share is not a performance measurement. A high degree of Active Share does not assure outperformance of a fund relative to its benchmark index. 
 
Weighted Average Market Capitalization
$180.1 B
Median Market Capitalization
$32.3 B
Price To Earnings Ratio
(Weighted Harmonic Average)
14.8x
Price to Book Ratio
(Weighted Harmonic Average)
1.9x
as of 06/30/2019
Composition % of Portfolio
Equities U.S. 57.5
Equities Non-U.S. Developed Markets 33.8
Equities Emerging Markets 6.8
Cash Equivalents 1.9
Data may not total due to rounding.
For the data illustrated for Touchstone Domestic Equity Funds, Morningstar is the source. For the data illustrated for Touchstone Fixed Income Funds,  International/Global Equity Funds and Multi-Asset & Alternative Funds, the fund’s sub-advisor is the source. All holdings data is sourced from BNY Mellon Asset Servicing.
as of 06/30/2019
Country % of Portfolio
United States 57.7
Japan 8.6
France 6.9
Germany 5.6
United Kingdom 4.7
Netherlands 3.1
China 3.0
Switzerland 2.4
Sweden 1.5
Korea 1.3
For the data illustrated for Touchstone Domestic Equity Funds, Morningstar is the source. For the data illustrated for Touchstone Fixed Income Funds,  International/Global Equity Funds and Multi-Asset & Alternative Funds, the fund’s sub-advisor is the source. All holdings data is sourced from BNY Mellon Asset Servicing.
as of 06/30/2019
Sector % of Portfolio
Financials 19.0
Communication Services 17.5
Health Care 14.8
Consumer Discretionary 14.3
Industrials 11.9
Information Technology 9.2
Energy 5.8
Materials 2.4
Real Estate 2.1
Consumer Staples 1.5
Utilities 1.5
There is no guarantee that the Fund will continue to hold any one particular security or stay invested in any one particular sector. Holdings are subject to change. Calculations for sectors and top holdings exclude cash equivalents. Data may not total due to rounding. 
For the data illustrated for Touchstone Domestic Equity Funds, Morningstar is the source. For the data illustrated for Touchstone Fixed Income Funds,  International/Global Equity Funds and Multi-Asset & Alternative Funds, the fund’s sub-advisor is the source. All holdings data is sourced from BNY Mellon Asset Servicing.
as of 06/30/2019
Security Description % of Portfolio
Facebook Inc. 4.5
Alphabet Inc. 3.8
Comcast Corp. 3.4
Amazon.com Inc. 3.3
Total SA 3.2
Royal Caribbean Cruises, Ltd. 3.1
JPMorgan Chase & Co. 2.7
Microsoft Corp. 2.7
Southwest Airlines Co. 2.7
Visa Inc. 2.5
There is no guarantee that the Fund will continue to hold any one particular security or stay invested in any one particular sector. Holdings are subject to change. Calculations for sectors and top holdings exclude cash equivalents. Data may not total due to rounding. 
For the data illustrated for Touchstone Domestic Equity Funds, Morningstar is the source. For the data illustrated for Touchstone Fixed Income Funds,  International/Global Equity Funds and Multi-Asset & Alternative Funds, the fund’s sub-advisor is the source. All holdings data is sourced from BNY Mellon Asset Servicing.
as of 06/30/2019
Security Description
Country
Shares Par Value
Current Price ($)
Market Value ($)
% of Portfolio
ABN AMRO BANK NV NL 340,595 21.40 7,287,881 0.99
ALNYLAM PHARMACEUTICALS INC US 53,659 72.56 3,893,497 0.53
ALPHABET INC US 25,472 1,082.80 27,581,082 3.74
AMADA HOLDINGS CO LTD JP 598,700 11.30 6,767,245 0.92
AMAZON.COM INC US 12,775 1,893.63 24,191,123 3.28
BANK RAKYAT INDONESIA PERSERO ID 21,443,400 0.31 6,620,116 0.90
BECTON DICKINSON AND CO US 38,002 252.01 9,576,884 1.30
BEIGENE LTD KY 25,454 123.95 3,155,023 0.43
BIOGEN INC US 25,558 233.87 5,977,249 0.81
CEMEX SAB DE CV MX 1,110,100 4.24 4,706,824 0.64
CERNER CORP US 181,628 73.30 13,313,332 1.80
CIE DE SAINT-GOBAIN FR 173,955 39.05 6,792,904 0.92
COMCAST CORP US 583,830 42.28 24,684,332 3.34
COMERICA INC US 150,972 72.64 10,966,606 1.49
COMPASS GROUP PLC GB 485,261 23.96 11,628,774 1.58
CONOCOPHILLIPS US 128,980 61.00 7,867,780 1.07
CONTINENTAL AG DE 53,236 145.80 7,761,754 1.05
COVETRUS INC US 164,635 24.46 4,026,972 0.55
CVS HEALTH CORP US 205,165 54.49 11,179,441 1.51
DEERE & CO US 47,677 165.71 7,900,556 1.07
DEXCOM INC US 38,602 149.84 5,784,124 0.78
DREYFUS GOVERNMENT CASH MANAGE 12/01/2099 US 10,521,215 1.00 10,521,215 1.43
EOG RESOURCES INC US 117,490 93.16 10,945,368 1.48
FACEBOOK INC US 169,511 193.00 32,715,623 4.43
FIFTH THIRD BANCORP US 451,116 27.90 12,586,136 1.71
FIRST HORIZON NATIONAL CORP US 493,704 14.93 7,371,001 1.00
FOOT LOCKER INC US 158,724 41.92 6,653,710 0.90
HEIDELBERGCEMENT AG DE 155,283 80.93 12,566,339 1.70
HEXCEL CORP US 103,369 80.88 8,360,485 1.13
ICICI BANK LTD IN 536,095 12.59 6,749,436 0.91
ILLUMINA INC US 21,930 368.15 8,073,530 1.09
ING GROEP NV NL 1,314,350 11.58 15,225,093 2.06
ISHARES CORE MSCI EAFE ETF US 24,057 61.40 1,477,100 0.20
ISHARES CORE S&P 500 ETF US 4,964 294.75 1,463,139 0.20
JPMORGAN CHASE & CO US 176,572 111.80 19,740,750 2.68
KDDI CORP JP 666,900 25.45 16,970,396 2.30
KINDEN CORP JP 349,000 15.35 5,356,651 0.73
KION GROUP AG DE 88,115 63.24 5,572,468 0.76
KT CORP KR 805,327 12.37 9,961,895 1.35
KYOCERA CORP JP 187,700 65.52 12,298,804 1.67
LAMB WESTON HOLDINGS INC US 107,372 63.36 6,803,090 0.92
LLOYDS BANKING GROUP PLC GB 19,299,774 0.72 13,861,488 1.88
MEDTRONIC PLC IE 136,268 97.39 13,271,141 1.80
MICRON TECHNOLOGY INC US 204,112 38.59 7,876,682 1.07
MICROSOFT CORP US 146,099 133.96 19,571,422 2.65
MITSUBISHI ELECTRIC CORP JP 582,200 13.22 7,696,733 1.04
NEUROCRINE BIOSCIENCES INC US 41,772 84.43 3,526,810 0.48
NOVARTIS AG CH 196,257 91.29 17,916,650 2.43
PRUDENTIAL PLC GB 426,696 21.83 9,315,192 1.26
REGENERON PHARMACEUTICALS INC US 23,490 313.00 7,352,370 1.00
REINSURANCE GROUP OF AMERICA I US 105,972 156.03 16,534,811 2.24
ROSS STORES INC US 89,043 99.12 8,825,942 1.20
ROYAL CARIBBEAN CRUISES LTD LR 184,723 121.21 22,390,275 3.03
RUBIS SCA FR 191,581 56.31 10,787,771 1.46
SCHNEIDER ELECTRIC SE FR 110,488 90.70 10,020,720 1.36
SHENZHOU INTERNATIONAL GROUP H KY 538,900 13.79 7,433,971 1.01
SONY CORP JP 274,700 52.55 14,435,478 1.96
SOUTHWEST AIRLINES CO US 381,304 50.78 19,362,617 2.62
SWEDBANK AB SE 748,903 15.05 11,274,247 1.53
TE CONNECTIVITY LTD CH 87,269 95.78 8,358,625 1.13
TENCENT HOLDINGS LTD KY 330,000 45.24 14,929,008 2.02
TOTAL SA FR 414,509 56.09 23,251,378 3.15
TREASURY WINE ESTATES LTD AU 419,468 10.50 4,405,460 0.60
UNITED AIRLINES HOLDINGS INC US 98,773 87.55 8,647,576 1.17
VISA INC US 105,957 173.55 18,388,837 2.49
VONOVIA SE DE 323,354 47.77 15,446,562 2.09
There is no guarantee that the Fund will continue to hold any one particular security or stay invested in any one particular sector. Holdings are subject to change. Calculations for sectors and top holdings exclude cash equivalents. Data may not total due to rounding. 
For the data illustrated for Touchstone Domestic Equity Funds, Morningstar is the source. For the data illustrated for Touchstone Fixed Income Funds,  International/Global Equity Funds and Multi-Asset & Alternative Funds, the fund’s sub-advisor is the source. All holdings data is sourced from BNY Mellon Asset Servicing.

Management

Management

Actively Managed and Sub-Advised by Rockefeller & Co. LLC
David Harris

David P. Harris, CFA

Investment Experience since 1991 

Career Summary 
Rockefeller & Co. LLC
Stein Roe & Farnham  

Education 
MBA - Cornell University 
BA - University of Michigan 
Jimmy Chang

Jimmy C. Chang, CFA

Investment Experience Since 1994 

Career Summary 
Rockefeller & Co. LLC
U.S. Trust Company of New York 
International Business Machines Corp.  

Education 
MBA - New York University 
BS - The Cooper Union  

Fees

Expense Fees for Share Class
Total Annual Fund Operating Expense Ratio
Net Annual Fund Operating Expense Ratio
Touchstone Advisors has contractually agreed to waive a portion of its fees and/or reimburse certain Fund expenses in order to limit certain annual fund operating expenses (excluding Acquired Fund Fees and Expenses “AFFE,” and other expenses, if any) to 1.17% for Class A Shares, 1.99% for Class C Shares, 0.90% for Class Y Shares and 0.89% for Class INST Shares. These expense limitations will remain in effect until at least 07/29/2020.

Distributions

Capital Gain and Income Distribution as of
Pay Date Income Distribution Short Term Capital Gains Per Share Long Term Capital Gains Per Share Total Capital Gains Per Share

Resources

Consider Touchstone Sustainability and Impact Equity Fund for Your Portfolio

Touchstone Sustainability and Impact Equity Fund seeks long-term growth of capital by investing primarily in equity securities of U.S. and non-U.S. companies of any size, but generally focuses on larger, more established companies, based on evaluations of their sustainability practices.
Contact Us Now

Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one on the resources section or call Touchstone at 800-638-8194. Please read the prospectus and/or summary prospectus carefully before investing.

Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.

Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA/SIPC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

All Russell® Indices are trademarks/service marks of the Frank Russell Company. Russell is a trademark of the Frank Russell Company. The Frank Russell Company (FRC) is the source and owner of the data contained or reflected in this material and all trademarks and copyrights related thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Touchstone Investments presentation of the data, and FRC is not responsible for the formatting or configuration of this material or for any inaccuracy in the presentation thereof.

MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.

©2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. 

CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standard & Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, © 2011 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.

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