Touchstone International Equity Fund
SWFCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 303 Broadway Cincinnati OH United States of America 45202-4203
- IPO Date
- May 4, 1998
- CIK
- 0000711080
- Website
- westernsouthern.com
- Similar Companies
- Business
- Touchstone International Value Fund (SWFCX) is an open-end mutual fund that seeks long-term growth of capital by investing at least 80% of its assets in value-oriented equity securities of non-U.S. companies in developed and emerging markets; these include common stocks, American Depositary Receipts (ADRs), and Global Depositary Receipts (GDRs) of firms with market capitalizations generally above $20 million, selected via LSV Asset Management's quantitative model emphasizing undervalued securities based on metrics such as price-to-earnings ratios, book value, recent price appreciation, and improvement signals. The fund offers Class A (SWRLX), Class C (SWFCX), Class Y (SIIEX), and Institutional Class (TOIIX) shares, targeting institutional investors, financial intermediaries, and retail investors seeking international diversification with a focus on financials, consumer discretionary, industrials, and healthcare sectors; top holdings include Novartis AG, Alibaba Group Holding Ltd, Banco Santander SA, and HSBC Holdings PLC. Touchstone Advisors, Inc. serves as the investment adviser, with sub-adviser LSV Asset Management overseeing portfolio decisions through a team led by Josef Lakonishok, Ph.D., since April 2024. In a significant strategic shift on April 30, 2024, the fund changed its name from Touchstone International Equity Fund to Touchstone International Value Fund, updated its investment objective and principal strategies to emphasize value investing, switched its benchmark from the MSCI EAFE Index to the MSCI All Country World Ex USA Index, and replaced prior sub-adviser Fort Washington Investment Advisors with LSV Asset Management. Touchstone Investments, part of Western & Southern Financial Group and headquartered in Cincinnati, Ohio, manages the fund, which traces its origins to a 1993 inception via predecessor funds and maintains total net assets of approximately $136 million as of late 2025. The fund operates globally, with primary exposure to Europe, Asia-Pacific, and emerging markets, employing risk controls and a portfolio turnover rate of around 32%. Recent performance reflects a year-to-date return of 45.73% and a dividend yield of 2.35%, supported by contractual expense limitations through April 30, 2025.