Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Touchstone VST Common Stock
Release date as of 2024-03-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2023-04-28  
Maximum Fees
Administrative 0.14%
Management 0.50%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.50%
Expense Ratio 0.73%
(taken from annual report dated 2023-12-31)
Total Annual Operating Expense 0.77%
Waiver Data
Type Date %
ExpenseRatio Contractual 2024-04-29 0.04
  Management
Inception Date: 2000-11-30
Mngr Name James E. Wilhelm
Mngr Start Date 2017-10-30
Biography
Managing Director and Senior Portfolio Manager, joined Fort Washington Investment Advisors, Inc. ("Fort Washington”) in 2002. Prior to Fort Washington, he served as an equity research analyst for Riggs Investment Management Corp. and First Union Securities. Previously he worked for Evergreen Funds and Salomon Smith Barney. Wilhelm earned a bachelor’s degree in business administration from Wingate University and an MBA in finance from Johns Hopkins University. He has investment experience dating back to 1993.
Investment Advisor(s)
Touchstone Advisors Inc
Web Site
www.TouchstoneInvestments.com
Issuer
Touchstone
Subadvisor(s)
Fort Washington Investment Advisors Inc
Show Data Definitions

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