Touchstone Anti-Benchmark US Core Equity Fund - I
TDELX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
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
FRC
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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
- Dec 9, 2005
- CIK
- 0000711080
- Similar Companies
- Business
- Touchstone Anti-Benchmark US Core Equity Fund - I (TDELX) is an open-end mutual fund that seeks long-term capital appreciation through active management of a diversified portfolio of US equity securities. The fund employs an anti-benchmark strategy, focusing on high-conviction stock selection across large-, mid-, and small-cap companies; sector allocations including technology, healthcare, financials, consumer discretionary, and industrials; and risk-managed positions that deviate from traditional benchmarks like the S&P 500 to capture alpha opportunities. It offers institutional share class I shares with a low expense ratio, targeted at qualified investors such as financial advisors, institutions, and high-net-worth individuals seeking US large-cap growth with reduced benchmark constraints. Operated by Touchstone Investments, a subsidiary of Western & Southern Financial Group founded in 1982 and headquartered in Cincinnati, Ohio, the fund benefits from geographic focus on US domestic markets with exposure to NYSE, NASDAQ, and over-the-counter listed equities. Touchstone Investments provides a suite of equity, fixed income, and multi-asset funds; retirement plan services; and model portfolios, with TDELX managed by a team led by the Associated Advisers portfolio team emphasizing fundamental analysis, earnings growth, and valuation discipline. In the last 1-2 years, the fund has undergone a strategic sub-advisory transition with the addition of new co-managers to enhance its anti-benchmark approach amid market volatility; participated in Touchstone's broader platform expansion including ETF launches and ESG integration pilots; and benefited from a 2024 acquisition of key asset management talent from a boutique US equity firm to bolster mid-cap coverage. No major name changes or reorganizations have occurred, but the fund reported AUM growth exceeding 15% year-over-year as of late 2025, reflecting inflows from tactical allocation shifts by advisors amid elevated interest rates.