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Morningstar

Touchstone Non-US ESG Equity C TEQCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Touchstone Investments Investment Hub

Morningstar’s Analysis TEQCX

Will TEQCX 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 TEQCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TEQCX 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 TEQCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Comanager of Touchstone Non-US ESG Equity Leaving; No Change to Ratings

null David Kathman

David Kathman

Analyst Note

David Harris, comanager of Touchstone Non-US ESG Equity since 2015, will be leaving subadvisor Rockefeller Asset Management as of June 30, 2024. Michael Seo, who has been a named portfolio manager on this fund since December 2020, will become the fund's sole listed manager after Harris departs. Although he has been an official manager here for only a few years, Seo has been with Rockefeller since 1999 and was promoted to director of research in 2017. He has been involved with this strategy's portfolio decisions for much of the past decade, and has been this fund's day-to-day manager for the past several years. Harris' departure, while certainly a loss for Rockefeller, will not have a major effect on this fund and does not change the strategy's Average People rating.

by David Kathman
Published on

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