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Touchstone International Equity A SWRLX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 15.30  /  −0.39 %
  • Total Assets 109.5 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 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 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.

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.

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Portfolio Holdings SWRLX

  • 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