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Touchstone Merger Arbitrage Instl (TMGLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.21-0.01 (-0.09%)
At close: 8:00PM EDT

Touchstone Merger Arbitrage Instl

Touchstone Funds Group Trust303 Broadway, Suite 1100Cincinnati, OH 45202
Management Information
Barbara J. McKenna,Lead Manager since August 8, 2011
McKenna, CFA, Principal and Portfolio Manager, is principal and senior investment officer at Longfellow. Prior to joining Longfellow, from 2001-2005, she was a director and senior portfolio manager at State Street Research. She holds the Chartered Financial Analyst designation.
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. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMarket Neutral
Fund FamilyTouchstone
Net Assets211.53M
YTD Return1.91%
Morningstar Rating★★★★
Inception DateAug 8, 2011

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover400.00%
Average for CategoryN/A

Fees & Expenses

ExpenseTMGLXCategory Average
Annual Report Expense Ratio (net)1.28%1.66%
Prospectus Net Expense Ratio1.34%N/A
Prospectus Gross Expense Ratio2.18%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.89%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection682N/A
5 Yr Expense Projection1,169N/A
10 Yr Expense Projection2,513N/A