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Morningstar

Touchstone Focused A TFOAX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 57.80  /  1.42 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 5%

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 10:29 PM GMT+0

Morningstar’s Analysis TFOAX

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

People Pillar

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

Standing out in the right way.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

A seasoned manager’s consistent execution of a robust process merits an upgrade to Touchstone Focused's Process Pillar rating and makes this an attractive large-blend offering.

by Andrew Redden
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TFOAX

More TFOAX Holdings
  • Current Portfolio Date
  • Equity Holdings 46
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Alphabet Inc Class C

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