Morningstar

Touchstone International Value Fund Class A SWRLX

Morningstar Medalist Rating
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Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $24.02  /  +0.63 %
  • Fund Size $202.8M
  • Adjusted Expense Ratio 1.260%
  • Net Expense Ratio 1.260%
  • Fee Level: Distribution Above Average
  • Share Class Type Front Load
  • Morningstar Category Foreign Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 2.54%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis SWRLX

Will SWRLX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SWRLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SWRLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SWRLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone International Value A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings SWRLX

More SWRLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Samsung Electronics Co Ltd

3.63 8M
Technology

SK Square

2.49 5M
Technology

HSBC Holdings PLC

1.85 4M
Financial Services

AerCap Holdings NV

1.63 3M
Industrials

Shell PLC

1.55 3M
Energy

Genius Electronic Optical Co Ltd

1.55 3M
Technology

Banco Santander SA

1.47 3M
Financial Services

TotalEnergies SE

1.41 3M
Energy

Japan Post Holdings Co Ltd

1.40 3M
Financial Services

Sanofi SA

1.39 3M
Healthcare

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