- What does TROCX invest in?
- The fund's primary objective is to achieve long-term capital appreciation for its investors. To accomplish this, under normal market conditions, it typically allocates at least 80% of its total assets to equity instruments. These investments target both U.S. and non-U.S. companies selected based on specific financial criteria and adherence to environmental, social, and governance (ESG) standards. The equity instruments it may hold are diverse, encompassing common and preferred shares, convertible securities, various depositary receipts (such as American, Global, and European Depositary Receipts), and holdings in other investment vehicles, including exchange-traded funds (ETFs) focused on equities.
- What is the expense ratio of TROCX?
- Touchstone Global ESG Equity Fund - Class I (TROCX) charges an expense ratio of 0.86%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TROCX?
- Touchstone Global ESG Equity Fund - Class I (TROCX) manages $1.46B 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 TROCX actively managed or an index fund?
- TROCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was TROCX launched?
- Touchstone Global ESG Equity Fund - Class I (TROCX) launched in May 2015 and is managed by the fund issuer.
- How has TROCX performed?
- TROCX'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.
