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Morningstar

Touchstone International Value A SWRLX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 15.98  /  +1.20 %
  • Total Assets 105.6 Mil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.37%
  • Turnover 32%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

Touchstone International Value A's recent fee cut and People Pillar rating increase lead to an upgrade in this strategy's Morningstar Medalist Rating to Bronze from 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 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novartis AG Registered Shares

2.66 2.8 Mil
Healthcare

Hon Hai Precision Industry Co Ltd

2.19 2.3 Mil
Technology

Dreyfus Government Cash Mgmt Instl

1.95 2.0 Mil
Cash and Equivalents

Britvic PLC

1.93 2.0 Mil
Consumer Defensive

Roche Holding AG

1.77 1.9 Mil
Healthcare

GSK PLC

1.55 1.6 Mil
Healthcare

Manulife Financial Corp

1.51 1.6 Mil
Financial Services

Munchener Ruckversicherungs-Gesellschaft AG

1.48 1.5 Mil
Financial Services

Tesco PLC

1.48 1.5 Mil
Consumer Defensive

Investec PLC

1.44 1.5 Mil
Financial Services