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Touchstone Strategic Trust - Touchstone Anti-Benchmark US Core Equity Fund (TDELX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.360.00 (0.00%)
At close: 09:00PM EDT

Touchstone Strategic Trust - Touchstone Anti-Benchmark US Core Equity Fund

Cincinnati OH 45202

303 Broadway, Suite 1100

Touchstone Strategic Trust

800-543-0407
Management information
,Lead manager since 30 December 2022
Patrick Chedid, Portfolio Manager. Mr. Chedid started his career in the asset management industry in 2012. He first worked as a Quant Risk Manager at La Banque Postale Asset Management (and its subsidiary LBP Structured Asset Management) where he occupied for 6 years the roles of Structured Risk Analyst and Quantitative Analyst & model validation. He then joined TOBAM in April 2018 as a Quant Engineer, implementing research and back testing strategies. He transitioned to the Portfolio Management team at TOBAM in December 2022. He holds an engineering degree from INSA in applied mathematics and a MSc in Actuarial Studies and Financial Engineering from the University of Rouen. He became a CFA charterholder in 2018.
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

CategoryLarge Blend
Fund familyTouchstone
Net assets14.57M
YTD return-1.03%
Yield0.00%
Morningstar rating★
Inception date4 Oct 2020

Fund operations

Last dividend0.25
Last cap gain1.00
Holdings turnover85.00%
Average for categoryN/A

Fees and expenses

ExpenseTDELXCategory average
Annual report expense ratio (net)0.79%0.84%
Prospectus net expense ratio0.79%N/A
Prospectus gross expense ratio1.51%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A