Touchstone ETF Trust - Touchstone Climate Transition ETF

Frequently Asked Questions About HEAT

What does HEAT invest in?

The fund invests, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in companies that benefit from a transitioning climate environment. Equity securities generally include common stocks, preferred stocks, depositary receipts such as American Depositary Receipts (“ADRs”), Global Depositary Receipts (“GDRs”) and European Depositary Receipts (“EDRs”), and interests in other investment companies that invest in equity securities.

What is the expense ratio of HEAT?

Touchstone ETF Trust - Touchstone Climate Transition ETF (HEAT) charges an expense ratio of 0.69%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HEAT?

Touchstone ETF Trust - Touchstone Climate Transition ETF (HEAT) manages $14.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HEAT actively managed or an index fund?

HEAT's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HEAT launched?

Touchstone ETF Trust - Touchstone Climate Transition ETF (HEAT) launched in May 2023 and is managed by Touchstone.

How has HEAT performed?

HEAT's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.