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Touchstone Ranked No. 5 in Barron's Best Fund Families for Strong Fund Performance
Touchstone Investments ranked among Barron’s Best Fund Families for 2023 for delivering excellent investment returns in 2023. This annual ranking assesses the asset-weighted performance of actively managed funds as compared to their peers. Just 49 fund families met Barron’s performance criteria of the 819 asset managers in Lipper’s global database, which includes over 335,000 share classes in mutual funds, closed-end funds, ETFs and others.
Touchstone Ranked:
5th for one-year returns
9th for five-year returns
11th for ten-year returns
(ratings as of 12.31.23)
These top rankings for solid investment performance are a strong indicator of how Touchstone’s Distinctively Active asset management approach can deliver results in the long-term, as well as, the short-term.
"The value we can bring to the marketplace is that you know you’re going to get something that’s a far different experience than passive investing. Our lineup is sharply focused on the needs of financial advisers and other intermediaries, so Touchstone limits its holdings to these portfolio building blocks, rather than creating funds based on hot new investing trends.”
- Tim Paulin, Senior Vice President Investment Research and Product Management
Distinctively Active Investing
Actively Managed Mutual Funds
We offer a broad selection of mutual funds that are actively managed and different from their respective benchmarks. Sub-advised by a distinctive group of institutional asset managers, our funds are offered in US Equity, International Equity, Multi-Asset and Income asset classes.
We now offer ETFs that are actively managed and different from their respective benchmarks. Sub-advised by Fort Washington Investment Advisors, our ETFs are offered in Income, International Equity, and US Equity asset classes.
Find and order literature and important regulatory documents related to our funds. You can also register for eDelivery of statements and download our tax app.
Source: Barron's, "Best Fund Families of 2023." February 29, 2024
The 2023 Barron’s Best Fund Families List ranks the active management ability of qualifying companies. Rankings are based on the asset-weighted one-year returns as of 12/31/23, excluding 12b-1 fees and sales loads, of a company’s actively managed fund line up in five asset class categories: US Equity, World Equity, Mixed Asset, Taxable Bond, and Tax-Exempt Bond as determined by Barron’s. Overall ranking based on aggregate, weighted score across the five asset categories. To be included, firms must offer at least three actively managed mutual funds or active exchange-traded funds in Refinitiv Lipper’s general US stock category, plus one in world equity and one mixed-asset—such as balanced, or allocation fund. They also need to offer at least two taxable bond funds and one national tax-exempt bond fund. Performance data from Refinitiv Lipper. Past performance does not guarantee future results.
Touchstone ranked overall #11 of 46, #9 of 47, and #5 of 49 for the 10 ,5, and 1 year periods respectively.
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 professional 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.*
Touchstone ETFs are distributed by Foreside Fund Services LLC** *A registered broker-dealer and member FINRA/SIPC.
**A registered broker-dealer and member of FINRA.
Not FDIC Insured | No Bank Guarantee | May Lose Value
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