Touchstone Global ESG Equity Fund - Class I (TROCX) Research

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.

Market snapshot

Symbol
TROCX
Price
$37.07
Day change
+2.15%
Market cap
$1.4B
52-week range
29.8-37.07
Sector
Financial Services
Industry
Asset Management - Global

Peer companies

  • AMG River Road Small Cap Value Fund - Class N (ARSVX)
  • Sterling Capital Equity Income Fund Class A (BAEIX)
  • Sterling Capital Equity Income Fund Institutional Class (BEGIX)
  • Glenmede Small Cap Equity Portfolio (GTSCX)
  • MFS Series Trust I - MFS New Discovery Fund Class A (MNDAX)
  • Oakmark Global Fund Investor Class (OAKGX)
  • FPA Queens Road Small Cap Value Inv (QRSVX)
  • T. Rowe Price Global Growth Stock (RPGEX)

Open Touchstone Global ESG Equity Fund - Class I (TROCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.