Morningstar

Touchstone Dividend Equity Fund Class Y TQCYX

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  • NAV / 1-Day Return $22.52  /  +0.63 %
  • Fund Size $2.5B
  • Adjusted Expense Ratio 0.760%
  • Net Expense Ratio 0.760%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.47%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis TQCYX

Will TQCYX outperform in the 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 TQCYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

There are quirks, but it’s a solid choice.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Touchstone Dividend Equity’s experienced team applies a sound strategy to stocks that generate income.

by Todd Trubey
Rated on Published on

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Portfolio Holdings TQCYX

More TQCYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.73 113M
Technology

Broadcom Inc

2.68 64M
Technology

Apple Inc

2.59 62M
Technology

Alphabet Inc Class C

2.04 49M
Communication Services

Meta Platforms Inc Class A

1.94 46M
Communication Services

ExxonMobil Holdings Corp

1.91 46M
Energy

Micron Technology Inc

1.77 42M
Technology

Visa Inc Class A

1.72 41M
Financial Services

Philip Morris International Inc

1.64 39M
Consumer Defensive

Procter & Gamble Co

1.54 37M
Consumer Defensive

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