Despite a tough 2021, Touchstone Global ESG Equity has more positives that it might appear at first glance. The I and Y shares earn an upgrade to a Morningstar Analyst Rating of Bronze, while the A and C shares retain their Neutral rating.
Will TEQAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TEQAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TEQAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TEQAX’s parent organization’s priorities and whether they’re in line with investors’ interests.