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Touchstone Ultra Short Dur F/I Instl (TSDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.190.00 (0.00%)
At close: 08:00PM EDT

Touchstone Ultra Short Dur F/I Instl

Cincinnati, OH 45202

303 Broadway, Suite 1100

Touchstone Funds Group Trust

Management information
Scott D. Weston,Lead manager since 30 September 2008
Scott D. Weston, Managing Director and Senior Portfolio Manager, joined Fort Washington in September 1999. He is also Fort Washington’s head of structured products and lead sector specialist in collateralized loan obligations. Mr. Weston is a graduate of the University of Utah with a BS in Political Science and the University of Cincinnati with an MBA in Finance. He has investment experience dating back to 1992 .
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryUltrashort Bond
Fund familyTouchstone
Net assets510.42M
YTD return2.82%
Yield4.87%
Morningstar rating★★★★
Inception date26 Oct 2017

Fund operations

Last dividend0.19
Last cap gain-25.00
Holdings turnover29.00%
Average for categoryN/A

Fees and expenses

ExpenseTSDIXCategory average
Annual report expense ratio (net)0.65%0.44%
Prospectus net expense ratio0.65%N/A
Prospectus gross expense ratio0.69%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A2.59%
Max deferred sales loadN/A1.21%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A