TOIIX – Touchstone International Value Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in value securities. It invests primarily in equity securities of companies in non-U.S. developed and emerging market countries. The equity securities in which the fund invests are mainly common stocks, but may also include ADRs, GDRs, and, together with ADRs. Although the fund may invest in securities of companies of any size, the fund generally invests in companies with market capitalizations of $20million or more at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SIIEX	Touchstone International Value Fund Class Y	No Load	Open			Aug 27, 2007	$88.58M	0.890%	Average	$2,500	$43.84M
TOIIX	Touchstone International Value Fund Institutional USD	Institutional	Open			Oct 30, 2017	$3.43M	0.770%	Average	$500,000	$2.66M
SWRLX	Touchstone International Value Fund Class A	Front Load	Open			Mar 1, 1993	$116.66M	1.260%	Above Average	$2,500	−$3.82M
SWFCX	Touchstone International Value Fund Class C	Level Load	Open			May 4, 1998	$2.08M	1.850%	Average	$2,500	−$156,330.81

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