Touchstone

Statistics as of May 01, 2025

Search , , ,

in

Further filter by keywords:
Found total of 37 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
Name ▼Expense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Small Value
Expense Ratio
0.99%
TTM Yield
0.8%
3yr Sharpe
0.01
YTD Return
-8.2%
3yr Return
15.1%
1yr Return
2.4%
Total Assets
$181M
6M Money Flow
-$18M
Large Value
Expense Ratio
0.68%
TTM Yield
1.7%
3yr Sharpe
0.27
YTD Return
-5.3%
3yr Return
27.8%
1yr Return
6.5%
Total Assets
$538M
6M Money Flow
-$12M
Ultrashort Bond
Expense Ratio
0.25%
TTM Yield
5.3%
3yr Sharpe
-
YTD Return
1.6%
3yr Return
-
1yr Return
5.9%
Total Assets
$126M
6M Money Flow
$33M
Ultrashort Bond
Expense Ratio
0.40%
TTM Yield
5.3%
3yr Sharpe
0.72
YTD Return
1.5%
3yr Return
15.9%
1yr Return
6.0%
Total Assets
$803M
6M Money Flow
$257M
Small Blend
Expense Ratio
1.00%
TTM Yield
0.3%
3yr Sharpe
0.19
YTD Return
-9.1%
3yr Return
25.5%
1yr Return
-1.2%
Total Assets
$252M
6M Money Flow
-$10M
Large Growth
Expense Ratio
0.67%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-9.0%
3yr Return
-
1yr Return
-
Total Assets
$52M
6M Money Flow
-
Diversified Emerging Mkts
Expense Ratio
1.05%
TTM Yield
0.2%
3yr Sharpe
-0.19
YTD Return
6.2%
3yr Return
5.9%
1yr Return
8.6%
Total Assets
$2B
6M Money Flow
-$284M
Short-Term Bond
Expense Ratio
0.39%
TTM Yield
5.7%
3yr Sharpe
-
YTD Return
2.2%
3yr Return
-
1yr Return
7.5%
Total Assets
$113M
6M Money Flow
$2M
Multisector Bond
Expense Ratio
1.00%
TTM Yield
4.6%
3yr Sharpe
0.12
YTD Return
2.5%
3yr Return
16.5%
1yr Return
8.8%
Total Assets
$289M
6M Money Flow
-$31M
Large Value
Expense Ratio
0.99%
TTM Yield
1.8%
3yr Sharpe
0.17
YTD Return
-3.0%
3yr Return
22.4%
1yr Return
8.1%
Total Assets
$2B
6M Money Flow
-$202M
Foreign Large Growth
Expense Ratio
0.92%
TTM Yield
0.0%
3yr Sharpe
0.31
YTD Return
8.1%
3yr Return
34.8%
1yr Return
17.0%
Total Assets
$101M
6M Money Flow
-$10M
Muni National Interm
Expense Ratio
0.80%
TTM Yield
2.9%
3yr Sharpe
-0.42
YTD Return
-0.7%
3yr Return
6.1%
1yr Return
2.0%
Total Assets
$42M
6M Money Flow
-$6M
Intermediate Core-Plus Bond
Expense Ratio
0.83%
TTM Yield
3.7%
3yr Sharpe
-0.30
YTD Return
2.6%
3yr Return
6.4%
1yr Return
7.1%
Total Assets
$257M
6M Money Flow
-$4M
Mid-Cap Blend
Expense Ratio
0.90%
TTM Yield
0.3%
3yr Sharpe
0.21
YTD Return
-5.6%
3yr Return
25.5%
1yr Return
1.6%
Total Assets
$5B
6M Money Flow
-$401M
High Yield Bond
Expense Ratio
0.78%
TTM Yield
7.7%
3yr Sharpe
0.23
YTD Return
0.4%
3yr Return
18.9%
1yr Return
8.1%
Total Assets
$786M
6M Money Flow
$127M
Large Blend
Expense Ratio
0.79%
TTM Yield
0.9%
3yr Sharpe
0.29
YTD Return
-1.8%
3yr Return
26.7%
1yr Return
10.0%
Total Assets
$287M
6M Money Flow
-$6M
Foreign Large Blend
Expense Ratio
0.37%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
0.7%
3yr Return
-
1yr Return
-
Total Assets
$35M
6M Money Flow
-
High Yield Bond
Expense Ratio
0.73%
TTM Yield
6.3%
3yr Sharpe
0.14
YTD Return
0.4%
3yr Return
17.2%
1yr Return
6.9%
Total Assets
$103M
6M Money Flow
-$3M
Large Growth
Expense Ratio
1.27%
TTM Yield
0.0%
3yr Sharpe
0.52
YTD Return
-8.0%
3yr Return
51.4%
1yr Return
13.0%
Total Assets
$139M
6M Money Flow
-$19M
Large Blend
Expense Ratio
0.89%
TTM Yield
0.6%
3yr Sharpe
0.35
YTD Return
-4.4%
3yr Return
32.6%
1yr Return
10.3%
Total Assets
$1B
6M Money Flow
-$46M
Foreign Large Blend
Expense Ratio
1.16%
TTM Yield
1.4%
3yr Sharpe
0.49
YTD Return
11.1%
3yr Return
41.8%
1yr Return
18.5%
Total Assets
$837M
6M Money Flow
$97M
Diversified Emerging Mkts
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-3.1%
3yr Return
-
1yr Return
-
Total Assets
$8M
6M Money Flow
-
Mid-Cap Growth
Expense Ratio
0.98%
TTM Yield
0.0%
3yr Sharpe
0.13
YTD Return
-4.5%
3yr Return
23.6%
1yr Return
8.2%
Total Assets
$1B
6M Money Flow
-$54M
Foreign Large Blend
Expense Ratio
0.65%
TTM Yield
3.0%
3yr Sharpe
-
YTD Return
11.5%
3yr Return
-
1yr Return
13.1%
Total Assets
$53M
6M Money Flow
-$3M
Mid-Cap Value
Expense Ratio
0.86%
TTM Yield
0.8%
3yr Sharpe
-0.09
YTD Return
-4.1%
3yr Return
9.3%
1yr Return
0.9%
Total Assets
$527M
6M Money Flow
-$57M
Intermediate Core Bond
Expense Ratio
0.50%
TTM Yield
3.7%
3yr Sharpe
-0.37
YTD Return
2.7%
3yr Return
5.6%
1yr Return
6.9%
Total Assets
$588M
6M Money Flow
-$20M
Foreign Large Value
Expense Ratio
1.27%
TTM Yield
3.4%
3yr Sharpe
0.27
YTD Return
16.0%
3yr Return
28.8%
1yr Return
16.7%
Total Assets
$106M
6M Money Flow
-$10M
Multisector Bond
Expense Ratio
0.61%
TTM Yield
5.2%
3yr Sharpe
-
YTD Return
2.8%
3yr Return
-
1yr Return
9.0%
Total Assets
$192M
6M Money Flow
$44M
Small Blend
Expense Ratio
0.91%
TTM Yield
0.5%
3yr Sharpe
0.11
YTD Return
-7.2%
3yr Return
21.7%
1yr Return
6.0%
Total Assets
$1B
6M Money Flow
-$717K
Large Blend
Expense Ratio
1.01%
TTM Yield
0.3%
3yr Sharpe
0.38
YTD Return
-5.1%
3yr Return
34.1%
1yr Return
10.2%
Total Assets
$3B
6M Money Flow
-$196M
Moderate Allocation
Expense Ratio
1.02%
TTM Yield
1.4%
3yr Sharpe
0.25
YTD Return
-2.0%
3yr Return
23.7%
1yr Return
9.3%
Total Assets
$898M
6M Money Flow
-$34M
Multisector Bond
Expense Ratio
0.96%
TTM Yield
4.3%
3yr Sharpe
-0.07
YTD Return
1.4%
3yr Return
12.8%
1yr Return
5.6%
Total Assets
$2B
6M Money Flow
$42M
Large Blend
Expense Ratio
0.66%
TTM Yield
0.7%
3yr Sharpe
-
YTD Return
-4.6%
3yr Return
-
1yr Return
10.9%
Total Assets
$42M
6M Money Flow
$5M
Global Large-Stock Blend
Expense Ratio
0.69%
TTM Yield
0.6%
3yr Sharpe
-
YTD Return
-0.3%
3yr Return
-
1yr Return
3.8%
Total Assets
$11M
6M Money Flow
-$105K
Large Value
Expense Ratio
0.64%
TTM Yield
2.1%
3yr Sharpe
-
YTD Return
-1.8%
3yr Return
-
1yr Return
8.4%
Total Assets
$33M
6M Money Flow
-$1M
Large Growth
Expense Ratio
0.72%
TTM Yield
0.0%
3yr Sharpe
0.51
YTD Return
-5.1%
3yr Return
51.3%
1yr Return
13.1%
Total Assets
$145M
6M Money Flow
-$2M
Large Growth
Expense Ratio
0.79%
TTM Yield
0.0%
3yr Sharpe
0.31
YTD Return
-3.7%
3yr Return
44.4%
1yr Return
12.9%
Total Assets
$2B
6M Money Flow
-$363M