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Nasdaq - Delayed Quote USD

Touchstone International Value A (SWRLX)

14.22
-0.08
(-0.56%)
At close: 8:04:05 PM EDT

Investment Information

Min Initial Investment
500,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • Vanguard
  • Raymond James
  • Raymond James WRAP Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund normally invests at least 80% of its assets in value securities. It invests primarily in equity securities of companies in non-U.S. developed and emerging market countries. The equity securities in which the fund invests are mainly common stocks, but may also include ADRs, GDRs, and, together with ADRs. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $20million or more at the time of purchase.

Fund Overview

Category Foreign Large Value
Fund Family Touchstone
Net Assets 104.9M
YTD Return 13.92%
Yield 3.31%
Morningstar Rating
Inception Date Oct 30, 2017

Performance & Risk

YTD Return 4.69%
5y Average Return 11.00%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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