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

Morningstar Report Overall Morningstar Rating™ What is this? As of 2024-03-31 Out of 1293 Large Blend Funds Morningstar® Style Box™ What is this? As of 2024-03-31 Total Fund Assets ($ Mil) 219.36 View Historical Morningstar Star Ratings and Definitions

Investment Objective & Strategy   The investment seeks to provide investors with capital appreciation. The fund invests at least 80% of its assets in large capitalization equity securities. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will generally hold 25 to 45 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It may invest up to 35% of its assets in securities of foreign issuers through the use of ordinary shares or depositary receipts such as ADRs. The fund may also invest in securities of emerging market countries. It is non-diversified.

Morningstar Category: Large Blend Large-blend portfolios are fairly representative of the overall US stock market in size, growth rates and price. Stocks in the top 70% of the capitalization of the US equity market are defined as large cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios tend to invest across the spectrum of US industries, and owing to their broad exposure, the portfolios' returns are often similar to those of the S&P 500 Index.

Investment Risks Non-Diversified Funds: Funds that invest more of their assets in a single issuer involve additional risks, including share price fluctuations, because of the increased concentration of investments.

Portfolio Profile Asset Allocation % of Net Assets U.S. Stocks 98.6 Non-U.S. Stocks 1.4 Bonds 0.0 Cash 0.0 Other 0.0 Data through 2024-03-31 Morningstar Equity Sectors % of Stocks Cyclical 27.36 Basic Materials 2.51 Consumer Cyclical 9.14 Financial Services 14.54 Real Estate 1.17 Sensitive 53.54 Communication Services 14.97 Energy 3.47 Industrials 6.85 Technology 28.25 Defensive 19.10 Consumer Defensive 3.77 Healthcare 15.33 Utilities 0.00 Data through 2024-03-31 Holding Status Total Number of Stock Holdings 46 Total Number of Bond Holdings 0 % of Net Assets in Top 10 Holdings 48.12 Turnover % (as of 2023-12-31) 18.00 30 Day SEC Yield % 0.00 Top Holdings Sector P/E % of Net Assets Microsoft Corp 38.04 9.60 Apple Inc 26.67 6.38 Meta Platforms Inc Class A 32.66 6.05 Alphabet Inc Class C 26.25 5.55 Amazon.com Inc 62.20 5.51 Berkshire Hathaway Inc Class B 9.50 4.27 UnitedHealth Group Inc 20.73 2.75 HCA Healthcare Inc 17.58 2.70 Salesforce Inc 71.71 2.66 Exxon Mobil Corp 13.08 2.65 Data through 2024-03-31

Principal Risks    Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Nondiversification, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Management Show Risk Definitions

Other Information Inception Date: 2000-11-30 Portfolio Manager(s) James E. Wilhelm   (2017-10-30) 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 Issuer Touchstone Subadvisor(s) Fort Washington Investment Advisors Inc

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