Nasdaq - Delayed Quote USD

Touchstone Focused A (TFOAX)

71.99
-0.71
(-0.98%)
At close: 8:02:16 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.44%
5y Average Return 15.23%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (May 21, 2025) 38.85%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 38.85%
Worst 3Y Total Return 5.44%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TFOAX
Category
YTD
-5.42%
5.31%
1-Month
-2.13%
-4.19%
3-Month
-9.36%
3.90%
1-Year
9.52%
20.31%
3-Year
9.19%
6.48%
5-Year
14.45%
11.78%
10-Year
10.04%
10.96%
Last Bull Market
18.38%
25.56%
Last Bear Market
-16.30%
-15.11%

Annual Total Return (%) History

Year
TFOAX
Category
2025
--
--
2024
18.56%
--
2023
24.74%
22.32%
2022
-18.41%
-16.96%
2021
26.44%
26.07%
2020
24.26%
15.83%
2019
27.03%
28.78%
2018
-7.78%
-6.27%

2017
13.91%
20.44%
2016
11.60%
10.37%
2015
3.02%
-1.07%
2014
6.45%
10.96%
2013
38.85%
31.50%
2012
21.89%
14.96%
2011
-1.04%
-1.27%
2010
9.23%
14.01%
2009
32.42%
28.17%
2008
-32.91%
-37.79%
2007
2.75%
6.16%
2006
22.53%
14.17%
2005
1.70%
5.88%
2004
13.84%
10.02%
2003
--
27.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.37% -- -- --
2024 7.29% 2.28% 6.31% 1.62%
2023 8.94% 9.36% -4.56% 9.71%
2022 -4.91% -16.30% -4.27% 7.09%
2021 9.91% 6.98% 0.96% 6.51%
2020 -19.36% 20.64% 11.35% 14.72%
2019 12.73% 2.16% -0.96% 11.37%
2018 0.14% 1.68% 6.25% -14.76%
2017 3.57% 2.19% 2.81% 4.68%
2016 0.99% 3.25% 2.38% 4.54%

2015 2.54% 3.01% -8.09% 6.12%
2014 2.02% 3.56% -2.55% 3.39%
2013 10.95% 3.39% 7.26% 12.84%
2012 15.83% -6.05% 7.93% 3.78%
2011 5.08% -0.46% -15.90% 12.50%
2010 4.98% -12.98% 9.69% 9.00%
2009 -7.20% 19.46% 14.61% 4.22%
2008 -8.39% -0.46% -8.99% -19.16%
2007 -2.50% 9.96% 0.27% -4.42%
2006 3.41% 0.05% 9.16% 8.48%
2005 -4.04% 3.18% 1.62% 1.07%
2004 1.12% -1.11% -1.35% 15.40%
2003 14.81% -- -- --

Rank in Category (By Total Return)

YTD 65
1-Month 91
3-Month 84
1-Year 57
3-Year 76
5-Year 59

Load Adjusted Returns

1-Year 4.04%
3-Year 7.34%
5-Year 13.28%
10-Year 9.48%

Performance & Risk

YTD Return -0.44%
5y Average Return 15.23%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Touchstone
Net Assets 1.21B
YTD Return -5.42%
Yield 0.36%
Morningstar Rating
Inception Date Feb 12, 1999

Fund Summary

The fund invests, under normal market conditions, at least 80% of its assets in equity securities. Equity securities include common stock and preferred stock. It may invest in companies of any market capitalization in seeking to achieve its investment goal. These securities may be listed on an exchange or traded over-the-counter. The fund will generally hold 25 to 45 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It is non-diversified.

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