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Touchstone Funds Group Trust - Touchstone Anti-Benchmark International Core Equity Fund (TIABX)

7.97
0.00
(0.00%)
At close: December 21 at 8:00:55 PM EST

Fund Summary

The fund invests at least 80% of its assets in equity securities of non-U.S. issuers. It pursues its objective by seeking to track the total return, before fund fees and expenses, of the TOBAM Anti-Benchmark® International Core Equity Index. The index is a proprietary rules-based index created by the fund's sub-advisor, TOBAM S.A.S., which is designed to create a more diversified portfolio of equity securities of non-U.S. issuers relative to traditional market capitalization weighted benchmarks.

Touchstone Funds Group Trust - Touchstone Anti-Benchmark International Core Equity Fund

Cincinnati, OH 45202
303 Broadway, Suite 1100

Fund Overview

Category Foreign Large Blend
Fund Family Touchstone
Net Assets 9.41M
YTD Return 0.38%
Yield 3.21%
Morningstar Rating
Inception Date Nov 19, 2018

Fund Operations

Last Dividend 0.26
Last Cap Gain -39.00
Holdings Turnover 117.00%
Average for Category --

Fees & Expenses

Expense TIABX Category Average
Annual Report Expense Ratio (net) 0.59% 0.92%
Prospectus Net Expense Ratio 0.59% --
Prospectus Gross Expense Ratio 1.52% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.28%
Max Deferred Sales Load -- 1.46%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Patrick Chedid, Portfolio Manager. Mr. Chedid started his career in the asset management industry in 2012. He first worked as a Quant Risk Manager at La Banque Postale Asset Management (and its subsidiary LBP Structured Asset Management) where he occupied for 6 years the roles of Structured Risk Analyst and Quantitative Analyst & model validation. He then joined TOBAM in April 2018 as a Quant Engineer, implementing research and back testing strategies. He transitioned to the Portfolio Management team at TOBAM in December 2022. He holds an engineering degree from INSA in applied mathematics and a MSc in Actuarial Studies and Financial Engineering from the University of Rouen. He became a CFA charterholder in 2018.

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. 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. When necessary, we may change a category assignment based on recent changes to the portfolio.

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