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Touchstone Arbitrage A (TMARX)

9.91 Down 0.01(0.10%) Jul 24

Profile as of Jun 29, 2014Get Profile for:
Touchstone Arbitrage A
Touchstone Funds Group Trust303 Broadway, Suite 1100Cincinnati, OH 45202
Phone: 800-543-0407
Fund Overview 
Category:Market Neutral
Fund Family:Touchstone
Net Assets:241.82M
Year-to-Date Return:-1.30%
Morningstar Rating:N/A
Fund Inception Date:Sep 30, 2013
Morningstar Style Box 
Market Neutral
[View Category Definition]
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About the Morningstar Style Box
Management Information 
David C. Stuehr
Lead Manager since Sep 30, 2013
David C. Stuehr, CFA, Principal, Portfolio Manager, and Senior Analyst since September 2009, has over 25 years of investment experience. From 2005 to 2009, he was a portfolio manager and analyst at Hanover Strategic Management. Prior to his tenure there, he served as a portfolio manager at Seneca Capital Management, where he was responsible for the firm’s high-yield investment portfolio. Prior to joining Seneca, from 1990 to 2001, Mr. Stuehr was a Partner with Standish, Ayer & Wood, serving as a portfolio manager and Director of Corporate Bond Research.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:1,000
Min Initial Investment, AIP:100
Min Subsequent Investment:50
Min Subsequent Investment, IRA:50
Min Subsequent Investment, AIP:50
TMARX can be purchased from 20 brokerages.

Fund Summary 
The investment seeks to achieve positive absolute returns over the long-term regardless of market conditions. The fund primarily invests, under normal market conditions, in equity securities of U.S. and foreign issuers. Equity securities include common stock, and preferred stock. The fund's sub-advisor, Longfellow Investment Management Co. ("Longfellow" or "Sub-Advisor"), seeks to purchase securities of companies that are involved in publicly announced mergers, takeovers, tender offers, debt restructurings, minority purchases, leveraged buyouts, spin-offs, liquidations, and other corporate reorganizations. The fund is non-diversified.

Fund Operations 
Last Dividend (Dec 26, 2013) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 23, 2014) : N/A
Average for Category:203.09%
Fees & Expenses 
ExpenseTMARXCategory Avg
Annual Report Expense Ratio (net):N/A1.98%
Prospectus Net Expense Ratio:1.64%N/A
Prospectus Gross Expense Ratio:1.95%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.75%5.16%
Max Deferred Sales Load: N/A1.62%
3 Yr Expense Projection*:1,1521,161
5 Yr Expense Projection*:N/A1,986
10 Yr Expense Projection*:N/A3,948
* Per $10,000 invested