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Touchstone Funds Group Trust - International Esq Equity Fund (TPYIX)

8.83 -0.04 (-0.45%)
At close: 8:05 AM EDT

Fund Summary

The fund invests, under normal circumstances, at least 80% of its assets in equity and equity-related securities issued by companies in foreign countries. The fund invests primarily in a portfolio of equity securities such as common stock, preferred stock, and depositary receipts.

Touchstone Funds Group Trust - International Esq Equity Fund

Cincinnati, OH 45202
303 Broadway, Suite 1100

Fund Overview

Category Foreign Large Growth
Fund Family Touchstone
Net Assets 109.31M
YTD Return 13.03%
Yield 1.32%
Morningstar Rating
Inception Date Aug 23, 2019

Fund Operations

Last Dividend 0.12
Last Cap Gain -4.00
Holdings Turnover 171.00%
Average for Category --

Fees & Expenses

Expense TPYIX Category Average
Annual Report Expense Ratio (net) 0.86% 1.05%
Prospectus Net Expense Ratio 0.86% --
Prospectus Gross Expense Ratio 1.27% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.20%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

David E. Levanson, Lead Manager since August 31, 2023
David E. Levanson, CFA, Senior Portfolio Manager, Research Analyst and Executive Managing Director, worked for Sands Capital from 1992 to 1994 and rejoined Sands Capital in 2002. From 1996 to 1999 he was a Vice President and Research Analyst at State Street Research & Management and from 1999 to 2002 he worked as a Research Analyst at MFS Investment Management. Prior to joining Sands Capital in 1992, Mr. Levanson was a Research Analyst at the Capital Management Group, Folger Nolan Fleming Douglas, Inc. from 1990 to 1992. Mr. Levanson received his BS degree in Finance from the University of Florida (1990) and his MBA from the Darden School at University of Virginia (1996).

Morningstar Style Box

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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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