Touchstone Global ESG Equity Fund - Class I
TROCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 303 Broadway Cincinnati OH United States of America 45202-4203
- IPO Date
- May 4, 2015
- CIK
- 0000711080
- Website
- westernsouthern.com
- Similar Companies
- Business
- Touchstone Non-US ESG Equity Fund (Class I: TROCX), formerly known as Touchstone Global ESG Equity Fund, is an open-end mutual fund managed by Touchstone Advisors, Inc. that seeks long-term growth of capital by investing, under normal circumstances, at least 80% of its assets in equity securities of non-U.S. companies meeting specific environmental, social, and governance (ESG) criteria. The fund emphasizes companies with low ESG risk, low carbon exposure earning the Morningstar Low Carbon Designation, and involvement in carbon solutions such as renewable energy, energy efficiency, green buildings, and green transportation; its portfolio is diversified across sectors including financial services (24.89%), industrials (20.68%), technology (15.82%), communication services (12.99%), and basic materials (7.54%), with top holdings like Nintendo Co Ltd, Taiwan Semiconductor Manufacturing Co Ltd, Air Liquide, ICICI Bank Ltd ADR, and RELX PLC representing 20.41% of assets. Geographically, it allocates primarily to non-U.S. stocks (93.98%) across regions such as the Eurozone (19.84%), United Kingdom (17.10%), Japan (17.07%), Developed Asia (14.49%), and Europe ex-Euro (14.08%), with subadvisor Rockefeller & Co. LLC overseeing portfolio construction under lead managers Michael Seo (since December 2020) and Matthew Josephs (since July 2025). Launched on May 4, 2015, and domiciled in the United States, the fund is part of Touchstone Strategic Trust, advised by Touchstone Advisors headquartered in Cincinnati, Ohio. In July 2022, the fund underwent a significant reorganization including a name change from Touchstone Global ESG Equity Fund to Touchstone Non-US ESG Equity Fund, an update to its 80% investment policy to focus primarily on non-U.S. companies with limited U.S. exposure, a change in benchmark, and alignment with its current ESG-focused mandate emphasizing sustainability integration. The net expense ratio stands at 0.86%, with total net assets of approximately $1.06 billion and Class I share class size of $46.77 million as of recent data.