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Morningstar

Touchstone International Equity A SWRLX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 15.47  /  +1.11 %
  • Total Assets 109.1 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.34%
  • Turnover 32%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

Morningstar’s Analysis SWRLX

Will SWRLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWRLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWRLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SWRLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Touchstone International Equity A's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SWRLX

More SWRLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MSCI EAFE ETF

4.24 4.9 Mil
—

Dreyfus Government Cash Mgmt Instl

4.11 4.7 Mil
Cash and Equivalents

ConvaTec Group PLC

3.72 4.3 Mil
Healthcare

Michelin

3.44 4.0 Mil
Consumer Cyclical

TotalEnergies SE

3.24 3.7 Mil
Energy

Nestle SA

3.07 3.5 Mil
Consumer Defensive

Medtronic PLC

3.02 3.5 Mil
Healthcare

Accor SA

2.96 3.4 Mil
Consumer Cyclical

Galaxy Entertainment Group Ltd

2.90 3.3 Mil
Consumer Cyclical

Edenred SE

2.75 3.2 Mil
Financial Services