Touchstone Focused Fund
Shareclass
Touchstone Focused A (TFOAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Touchstone Focused Fund
FUND COVERAGE
# of holdings44
% of assets94%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.61%$8.65M
- 2. Bank of America Corp2.74%$38.64M
- 3. Philip Morris International Inc2.53%$35.55M
- 4. Uber Technologies Inc0.94%$13.25M
- 5. Jones Lang LaSalle Inc1.5%$21.09M
- 6. Johnson & Johnson2.05%$28.82M
- 7. Bristol-Myers Squibb Co1.02%$14.33M
- 8. The Goldman Sachs Group Inc2.32%$32.65M
- 9. Microsoft Corp9.8%$138.02M
- 10. BioMarin Pharmaceutical Inc0.5%$7M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc1.88%$26.48M
- 2. Berkshire Hathaway Inc Class B1.46%$20.57M
- 3. SS&C Technologies Holdings Inc1.25%$17.6M
- 4. Floor & Decor Holdings Inc Class A0.66%$9.33M
- 5. Monster Beverage Corp0.98%$13.75M
- 6. Frontdoor Inc0.7%$9.91M
- 7. Charles Schwab Corp2.02%$28.44M
- 8. Hubbell Inc1.04%$14.62M
- 9. Applied Materials Inc1.21%$17.04M
- 10. Regal Rexnord Corp0.5%$7.09M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Touchstone Focused Fund
Totals
Holdings
Assets
Weight
Prisons
4
$325.71M
23%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$343.03M
24%
Borders high risk
1
$10.98M
0.78%
Total
6
$363.6M
26%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$138.02M
9.8%
2.
Alphabet Inc Class C
:$97.93M
6.96%
3.
Amazon.com Inc
:$69.2M
4.92%
4.
Salesforce Inc
:$26.91M
1.91%
5.
Berkshire Hathaway Inc Class B
$20.57M
1.46%
6.
RTX Corp
:$10.98M
0.78%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Touchstone Focused Fund TFOAX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer