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Touchstone Funds Group Trust - Touchstone Credit Opportunities Fund (TMACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.57-0.02 (-0.23%)
At close: 08:00PM EDT

Touchstone Funds Group Trust - Touchstone Credit Opportunities Fund

Cincinnati, OH 45202

303 Broadway, Suite 1100

Touchstone Funds Group Trust

Management information
,Lead manager since 17 September 2019
Mr. Mathewson is a Managing Director and Portfolio Manager of U.S. Liquid Credit in the Ares Credit Group, where he is primarily responsible for managing Ares’ U.S. high yield credit strategies. Additionally, he serves as a member of the Ares Credit Group’s U.S. Liquid Credit Investment Committee. Prior to joining Ares in 2006, Mr. Mathewson was an Analyst in the Communications and Media Investment Banking Group at Lehman Brothers, where he focused on creating financial models, performing valuation analysis and conducting due diligence. Mr. Mathewson holds a B.A. from Dartmouth College in Economics.
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

CategoryHigh Yield Bond
Fund familyTouchstone
Net assets481.52M
YTD return1.50%
Yield7.98%
Morningstar rating★★★★
Inception date30 Aug 2015

Fund operations

Last dividend0.17
Last cap gain-31.00
Holdings turnover54.00%
Average for categoryN/A

Fees and expenses

ExpenseTMACXCategory average
Annual report expense ratio (net)0.78%0.95%
Prospectus net expense ratio0.78%N/A
Prospectus gross expense ratio1.22%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.88%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A