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Touchstone Funds Sub-Advisors
Access to Experience
Touchstone Investments helps investors achieve their financial goals by providing access to a distinctive selection of institutional asset managers who are known and respected for proficiency in their specific area of expertise.
Analytic Investors LLCAnalytic Investors specializes in the creation and continuous management of optioned equity and optioned debt portfolios for fiduciaries and other long-term investors. The firm serves pension and profit-sharing plans, endowments, foundations, corporate investment portfolios, mutual savings banks and insurance companies. The Los Angeles-based firm was founded in 1970.
Sub-Advisor of Fund Style BenchmarkTouchstone Dynamic Equity Fund Option Writing S&P 500 Index Citigroup 3-Month U.S. Treasury Bill Index
Ares Capital Management II LLCAres Capital Managements parent company, Ares Management LP, is a publicly traded global alternative asset manager founded in 1997 and headquartered in Los Angeles, with offices across the United States, Europe and Asia. Three distinct but complementary investment groups have the ability to invest across the capital structure, including credit, real estate and private equity. The firms global strategy seeks relative value opportunities in non-investment grade debt securities through fundamental, bottom-up credit analysis.
Sub-Advisor of Fund Style BenchmarkTouchstone Credit Opportunities Fund Diversified Income ICE BofA Merrill Lynch 3-Month U.S. Treasury Bill Index
Barrow, Hanley, Mewhinney & Strauss LLCBarrow, Hanley, Mewhinney & Strauss utilizes traditional methods of stock selection, research and analysis, to invest in companies they believe to be undervalued. Stability of investment team, strict adherence to style and uniformity of process are hallmarks of the firm, with the sole focus being long-only value. The Dallas-based firm was founded in 1979.
Sub-Advisor of Fund Style BenchmarkTouchstone International Value Fund International Large-Cap Value MSCI EAFE Value Index / MSCI EAFE IndexTouchstone Value Fund Large-Cap Value Russell 1000 Value Index
ClearArc Capital Inc.ClearArc Capital provides investment strategies designed to meet the evolving needs of institutional clients. Through specialized investment teams that are highly adaptive to todays markets, ClearArc Capital maintains a primary focus on client success.
Sub-Advisor of Fund Style BenchmarkTouchstone Flexible Income Fund Diversified Income Bloomberg Barclays U.S. Aggregate Bond Index
Copper Rock Capital Partners LLCCopper Rock Capital Partners provides specialized equity management for pension and profit-sharing plans, institutional investors and mutual funds. The Boston-based firm was founded in 2005.
Sub-Advisor of Fund Style BenchmarkTouchstone International Small Cap Fund International Small-Cap Growth S&P Developed Ex-U.S. Small Cap IndexTouchstone Emerging Markets Small Cap Fund Emerging Markets Equity MSCI Emerging Markets Small Cap Index
DSM Capital Partners LLCDSM Capital Partners is an investment management firm that serves individual and institutional investors including endowments and foundations, pension plans, family offices, high net worth individual investors and corporations. The firm specializes in managing concentrated domestic and global growth stock portfolios, and employs proprietary fundamental research, used to identify and model what are believed to be predictable, quality growth companies, complemented by a rigorous valuation discipline used for both buying and selling positions.
Sub-Advisor of Fund Style BenchmarkTouchstone Large Company Growth Fund Large Cap Growth Russell 1000 Growth Index / S&P 500 IndexTouchstone International Growth Opportunities Fund1 International Large-Cap Growth MSCI All Country World Index ex-U.S. Index MSCI All Country World Index
EARNEST Partners LLCEARNEST Partners is a fundamental, bottom-up investment manager, overseeing assets for municipalities, states, corporations, endowments, eleemosynary groups and universities. The firms investment objective is to outperform the benchmark while controlling volatility and risk. The Atlanta-based firm was founded in 1998.
Sub-Advisor of Fund Style BenchmarkTouchstone Impact Bond Fund 2 Investment Grade Bond Bloomberg Barclays U.S. Aggregate Bond Index
See back for disclosures
1Formerly the Touchstone Global Growth Fund.2 Formerly the Touchstone Total Return Bond Fund.
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Touchstone Funds Sub-Advisors
Fort Washington Investment Advisors Inc.Fort Washington Investment Advisors provides investment management services to institutions and high net-worth individuals. Founded in 1990, the Cincinnati-based firm utilizes a disciplined process, focusing on fundamental research which is conducted by equity sector specialists and fixed-income industry specialists.
Sub-Advisor of Fund Style BenchmarkTouchstone Balanced Fund 3 Multi-Asset Growth and Income Bloomberg Barclays U.S. Aggregate Bond Index S&P 500 Index
Touchstone Focused Fund Multi-Cap Core Russell 3000 Index / S&P 500 Index
Touchstone Large Cap Focused Fund 4 Large-Cap Core S&P 500 Index
Touchstone Small Company Fund 5 Small-Cap Growth Russell 2000 Index
Touchstone International Equity Fund 6 International Equity MSCI EAFE Index
Touchstone Active Bond Fund Investment Grade Bond Bloomberg Barclays U.S. Aggregate Bond Index
Touchstone High Yield Fund High Yield Bond ICE BofA ML HY Cash Pay Index
Touchstone Ohio Tax-Free Bond Fund Ohio Municipal Bond Bloomberg Barclays Municipal Bond Index
Touchstone Ultra Short Duration Fixed Income Fund Ultra Short Bond ICE BofA ML 3-Month U.S. Treasury Bill Index
ICE BofA ML 1-Year Treasury Note Index
LMCG Investments LLCLMCG Investments utilizes a classic value strategy that seeks to acquire solid companies whose stocks are temporarily out-of-favor. Focus is placed on stocks that are believed to offer a high probability of modest outperformance rather than a low probability of high outperformance. The Boston-based firm was founded in 2000.
Sub-Advisor of Fund Style BenchmarkTouchstone Mid Cap Value Fund Mid-Cap Value Russell Midcap Value Index
Touchstone Small Cap Value Fund Small-Cap Value Russell 2000 Value Index
Longfellow Investment Management Co.Longfellow Investment Management provides active domestic fixed income and alternative investment strategies to a diverse institutional client base. Founded in 1986, the Boston-based firm utilizes a disciplined strategy focused on bottom-up, fundamental analysis which seeks to preserve capital and minimize volatility while earning attractive risk-adjusted returns.
Sub-Advisor of Fund Style BenchmarkTouchstone Arbitrage Fund Merger Arbitrage ICE BofA ML 3-Month U.S. Treasury Bill Index
Touchstone Merger Arbitrage Fund Merger Arbitrage ICE BofA ML 3-Month U.S. Treasury Bill Index
Miller/Howard Investments Inc.Miller/Howard Investments provides dividend-focused investment management strategies for institutions and individuals. The firm emphasizes high quality stocks with high yield and strong dividend growth, offering the opportunity for capital appreciation, current income and growth of income. The Woodstock, New York firm has been a registered investment advisor since 1986.
Sub-Advisor of Fund Style BenchmarkTouchstone Premium Yield Equity Fund Equity Income Russell 3000 Value Index Dow Jones U.S. Select Dividend Index
Rockefeller & Co. LLCRockefeller & Co. (Rockefeller) is a global asset management and investment advisory firm that provides investment management services and wealth advice to institutions, foundations and endowments, non-profits, individuals, trusts and families. Headquartered in New York City, the firm was founded in 1882 by John D. Rockefeller to manage the Rockefeller Familys personal and philanthropic interests. It was incorporated in 1979 and has been a registered investment adviser since 1980.
Sub-Advisor of Fund Style BenchmarkTouchstone Sustainability and Impact Equity Fund Global Equity MSCI All Country World Index
3 Formerly known as Sentinel Balanced Fund.4 Formerly known as Sentinel Common Stock Fund.5 Formerly known as Sentinel Small Company Fund.6 Formerly known as Sentinel International Equity Fund.
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Touchstone Funds Sub-Advisors
See back for disclosures Page 4 of 6See back for disclosures
Sands Capital Management LLCSands Capital Management exclusively focuses on investing in high-quality growth businesses. The firm manages assets for a wide range of tax-exempt and taxable clients, including institutional pension plans, Taft-Hartley plans, endowments, foundations, families and individuals. The Arlington, Virginia-based firm has been a registered investment advisor since 1992.
Sub-Advisor of Fund Style BenchmarkTouchstone Sands Capital Emerging Markets Emerging Markets Equity MSCI Emerging Markets Index Growth Fund
Touchstone Sands Capital Select Growth Fund Large-Cap Growth Russell 1000 Growth Index
Touchstone Sands Capital Institutional Large-Cap Growth Russell 1000 Growth Index Growth Fund
The London CompanyThe London Company seeks profitable, financially stable, quality companies that consistently generate free cash flow and high returns on unleveraged operating capital, trade at attractive valuations, and are run by shareholder-oriented management. The Richmond, Virginia-based company was founded in 1994.
Sub-Advisor of Fund Style BenchmarkTouchstone Large Cap Fund Large-Cap Core Russell 1000 Index
Touchstone Mid Cap Fund Mid-Cap Core Russell Midcap Index
Touchstone Small Cap Fund Small-Cap Core Russell 2000 Index
Westfield Capital Management Company LPWestfield Capital Management Company specializes in domestic growth equities, employing in-depth, bottom-up fundamental research to uncover solid, rapidly growing companies with consistent or accelerating growth. Dedicated exclusively to asset management services for institutions and wealthy individuals, the Boston-based firm has been a registered investment advisor since 1989.
Sub-Advisor of Fund Style BenchmarkTouchstone Growth Opportunities Fund Multi-Cap Growth Russell 3000 Growth Index
Touchstone Mid Cap Growth Fund Mid-Cap Growth Russell Midcap Growth Index
Wilshire Associates IncorporatedWilshire Associates Incorporated is an independent diversified global financial services firm, supported by a global network of offices in the U.S., Europe and the Asia Pacific. The Santa Monica, California-based firm was founded in 1972.
Sub-Advisor of Fund Style BenchmarkTouchstone Controlled Growth with Income Fund Multi-Asset Growth and Income ICE BofA ML 3-Month U.S. Treasury Bill Index Wilshire Liquid Alternative IndexSM
Touchstone Dynamic Diversified Income Fund Multi-Asset Income Bloomberg Barclays U.S. Aggregate Bond Index MSCI All Country World Index
Touchstone Dynamic Global Allocation Fund Multi-Asset Growth MSCI All Country World Index Bloomberg Barclays Global Aggregate Index
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Touchstone Funds Sub-Advisors
Class A Class C Class Y Class Z Institutional Class R6 Shares Shares Shares Shares Shares Shares Fund Fund Fund Fund Fund Fund Fund Style Symbol Symbol Symbol Symbol Symbol SymbolTouchstone U.S. Equity Growth FundsGrowth Opportunities Fund Multi-Cap Growth TGVFX TGVCX TGVYX TGVVX Large Company Growth Fund Large-Cap Growth TSAGX TCGLX TLGYX DSMLX Mid Cap Growth Fund Mid-Cap Growth TEGAX TOECX TEGYX TEGIX Sands Capital Institutional Growth Fund Large-Cap Growth CISGX Sands Capital Select Growth Fund Large-Cap Growth TSNAX TSNCX CFSIX PTSGX Small Company Fund 5 Small-Cap Growth SAGWX SSCOX SIGWX TICSX SSRRX
Touchstone U.S. Equity Core Funds Focused Fund Multi-Cap Core TFOAX TFFCX TFFYX TFFIX Large Cap Fund Large-Cap Core TACLX TFCCX TLCYX TLCIX Large Cap Focused Fund 4 Large-Cap Core SENCX SCSCX SICWX SCRLX Mid Cap Fund Mid-Cap Core TMAPX TMCJX TMCPX TMCTX TMPIX Small Cap Fund Small-Cap Core TSFAX TSFCX TSFYX TSFIX
Touchstone U.S. Equity Value Funds Mid Cap Value Fund Mid-Cap Value TCVAX TMFCX TCVYX TCVIX Premium Yield Equity Fund Equity Income TPYAX TPYCX TPYYX Small Cap Value Fund Small-Cap Value TVOAX TVOCX TVOYX TVOIX Value Fund Large-Cap Value TVLAX TVLCX TVLYX TVLIX
Touchstone International/Global Equity Funds Emerging Markets Small Cap Fund Emerging Markets Equity TEMAX TEFCX TEMYX TMEIX International Equity Fund 6 International Equity SWRLX SWFCX SIIEX TOIIX International Growth Opportunities Fund1 International Large-Cap Growth TGGAX TGGCX TYGGX DSMGX International Small Cap Fund International Small-Cap Growth TNSAX TNSCX TNSYX TNSIX International Value Fund International Large-Cap Value FSIEX FTECX FIEIX FIVIX Sands Capital Emerging Markets Growth Fund Emerging Markets Equity TSEMX TSEGX Sustainability and Impact Equity Fund Global Equity TEQAX TEQCX TIQIX TROCX
Touchstone Multi-Asset/Alternative FundsArbitrage Fund Merger Arbitrage TMARX TMACX TMAYX TARBX Balanced Fund 3* Multi-Asset Growth and Income SEBLX SBACX SIBLX Controlled Growth with Income Fund Multi-Asset Growth and Income TSAAX TSACX TSAYX Credit Opportunities Fund* Diversified Income TCOAX TOCCX TCOYX TOCIX Dynamic Diversified Income Fund* Multi-Asset Income TBAAX TBACX TBAYX Dynamic Equity Fund Option Writing TDEAX TDECX TDEYX TDELX Dynamic Global Allocation Fund* Multi-Asset Growth TSMAX TSMCX TSMYX Flexible Income Fund* Diversified Income FFSAX FRACX MXIIX TFSLX Merger Arbitrage Fund Merger Arbitrage TMGAX TMGCX TMGYX TMGLX
Class S Shares Fund SymbolTouchstone Income Funds*Active Bond Fund Investment Grade Bond TOBAX TODCX TOBYX TOBIX High Yield Fund High Yield Bond THYAX THYCX THYYX THIYX Impact Bond Fund 2 Investment Grade Bond TCPAX TCPCX TCPYX TCPNX Ohio Tax-Free Bond Fund Ohio Municipal Bond TOHAX TOHCX TOHYX TOHIX Ultra Short Duration Fixed Income Fund Ultra Short Term Bond TSDAX TSDCX TSYYX TSDOX TSDIX SSSGX
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*The Funds invest in bonds which can lose their value as interest rates rise. The Funds are subject to the possibility of an issuer failing to make timely payments of principal or interest including the possibility of prepayment. An investor can lose principal. Diversification does not guarantee a profit or protect against a loss.
Touchstone Funds Sub-Advisors
See back for disclosures
The Frank Russell Company (FRC) is the source and owner of the data contained or reflected in this material and all trademarks and copyrights related thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Touchstone Investments presentation of the data, and FRC is not responsible for the formatting or configuration of this material or for any inaccuracy in the presentation thereof.
The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used to create any financial instruments or products or any indices. The MSCI information is provided on an as is basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the MSCI Parties) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages.
The investment return and principal value of an investment in the Funds will fluctuate so that an investors shares, when redeemed, may be worth more or less than their original cost.
Please consider the investment objectives, risks, charges and expenses of a 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 advisor or download and/or request one at TouchstoneInvestments.com/literature-center or call Touchstone at 800.638.8194. Please read the prospectus and/or summary prospectus carefully before investing.
Touchstone Funds are distributed by Touchstone Securities, Inc.**A registered broker-dealer and member FINRA and SIPC
Touchstone and Fort Washington are members of Western and Southern Financial Group
Not FDIC Insured | No Bank Guarantee | May Lose Value
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