Touchstone Sustainability & Imp Eq Instl (TROCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:01PM EDT
Touchstone Sustainability & Imp Eq Instl
Cincinnati OH 45202
303 Broadway, Suite 1100
Touchstone Strategic Trust
800-543-0407
Management information
,Lead manager since 6 December 2020
Michael Seo, CFA, is Managing Director and Portfolio Manager of Global Equity strategies for Rockefeller Asset Management. Mr. Seo first joined the firm in March 1999 as a Performance Analyst and subsequently assumed the role of Equity Analyst covering the global industrials sector and the role of Director of Equity Research.
Mr. Seo received a B.S. in Finance and Information Systems from the Stern School of Business at New York University and is a Chartered Financial Analyst® charterholder.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Blend
Fund familyTouchstone
Net assets641.87M
YTD return5.44%
Yield1.57%
Morningstar rating★★★★★
Inception date5 Oct 2003
Fund operations
Last dividend0.40
Last cap gain12.00
Holdings turnover110.00%
Average for categoryN/A
Fees and expenses
ExpenseTROCXCategory average
Annual report expense ratio (net)1.97%0.92%
Prospectus net expense ratio1.97%N/A
Prospectus gross expense ratio2.29%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.