Registry rank 1798 · Portfolio as of 2026-03-31

Touchstone Funds Group Trust-Touchstone Dividend Equity Fund

TQCAX · TQCCX · TQCIX · TQCRX · TQCYX

Best-fit active share62.2%vs IWD · fund as of 2026-03-31 · proxy as of 2026-03-31
Declared-benchmark active share66.8%Russell 3000® Index · benchmark mismatch · fund as of 2026-03-31 · proxy as of 2026-03-31 · declared source as of 2025-09-30
TQCAX expense ratio0.99%SEC expense filing · as of 2025-09-30
TQCAX fee per active unit1.59%expense as of 2025-09-30; fund as of 2026-03-31; proxy as of 2026-03-31

Filed fees in dollars

SEC-convention illustration

Computed from SEC filings

Assumptions for each dollar figure: $100,000 starting amount · 5.0% annual return · annual compounding · fees deducted annually · 0.01% computed index-control baseline. Methodology.

Illustrated difference between each class’s filed expense ratio and the computed index-control baseline. Computed from SEC filings.
Share class and filing10 years20 years30 years
TQCAX0.99% · SEC expense filing · as of 2025-09-30$14,568$45,291$105,684
TQCCX1.69% · SEC expense filing · as of 2025-09-30$24,243$73,025$165,335
TQCIX0.65% · SEC expense filing · as of 2025-09-30$9,652$30,483$72,226
TQCRX0.64% · SEC expense filing · as of 2025-09-30$9,505$30,034$71,193
TQCYX0.76% · SEC expense filing · as of 2025-09-30$11,258$35,375$83,399

Real trailing windows

Computed on licensed market-return history

Trailing windows use IWD adjusted-close total-return history through 2026-07-29 and the same filed index-control fee baseline as the convention table. Methodology.

Dollar fee drag over actual trailing proxy-return windows. Each result below is computed on licensed market-return history.
Share class and filing10 years20 years30 years
TQCAXFiled fee as of 2025-09-30$24,890Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 11.41% annualized
$87,285Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 8.68% annualized
Proxy history begins 2000 — no full 30-year window
TQCCXFiled fee as of 2025-09-30$41,491Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 11.41% annualized
$141,020Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 8.68% annualized
Proxy history begins 2000 — no full 30-year window
TQCIXFiled fee as of 2025-09-30$16,478Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 11.41% annualized
$58,689Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 8.68% annualized
Proxy history begins 2000 — no full 30-year window
TQCRXFiled fee as of 2025-09-30$16,227Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 11.41% annualized
$57,822Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 8.68% annualized
Proxy history begins 2000 — no full 30-year window
TQCYXFiled fee as of 2025-09-30$19,225Computed on licensed market-return history
2016-07-29 to 2026-07-29 · proxy return 11.41% annualized
$68,129Computed on licensed market-return history
2006-07-31 to 2026-07-29 · proxy return 8.68% annualized
Proxy history begins 2000 — no full 30-year window

These figures are illustrations, not predictions or personalized advice. Returns and fees can differ. Read the research disclaimer.

Change the illustration

Return mode

Computed from SEC filings

Assumptions for the dollar figures below: $100,000 starting amount; 5.0% annual return; 20 years; annual compounding; fees deducted annually; 0.01% computed index-control baseline. TQCAX SEC expense filing, as of 2025-09-30. Methodology.

SEC-convention illustration for TQCAX; expense ratio filed as of 2025-09-30.
ResultAmount
Ending value at baseline$264,825
Ending value at filed expense ratio$219,534
Difference attributed to fee drag$45,291

This is an illustration, not a prediction or personalized advice. Returns and fees can differ. Read the research disclaimer.

Largest active differences vs IWD

The bars are labeled and repeated in the table; color is not the only signal. Linked company names open Buy Like Buffett’s company record; Sensible Investor does not score stocks.

BERKSHIRE HATHAWAY INC.-2.92%
KLA Corp.+1.45%
Visa Inc+1.29%
HoldingFundIWDDifference
Microsoft Corp.3.24%0.00%+3.24%
BERKSHIRE HATHAWAY INC.0.00%2.92%-2.92%
Broadcom Inc2.50%0.00%+2.50%
Apple Inc.2.07%0.00%+2.07%
AMAZON.COM, INC.0.00%1.81%-1.81%
ALPHABET INC.1.81%3.55%-1.74%
WALMART INC.0.00%1.61%-1.61%
JPMORGAN CHASE & CO.1.19%2.64%-1.45%
KLA Corp.1.45%0.00%+1.45%
Visa Inc1.29%0.00%+1.29%

Source and verification

SEC N-PORT filing · filed 2026-05-29 · period 2026-03-31

SEC expense filing · period 2025-09-30

Immutable verification record · Active-share method

Cite these figures

Each snippet includes the figure’s source-event date and immutable verification URL.

Best-fit active share

Sensible Investor, “Touchstone Funds Group Trust-Touchstone Dividend Equity Fund — best-fit active share,” 62.2% versus IWD, fund portfolio as of 2026-03-31. https://sensible-investor.com/registry/tqcax/as-of/363649da-fcfb-4007-87ef-de06de7710ca

TQCAX filed expense ratio

Sensible Investor, “Touchstone Funds Group Trust-Touchstone Dividend Equity Fund — filed expense ratio,” 0.99% for TQCAX, as of 2025-09-30. https://sensible-investor.com/registry/tqcax/as-of/363649da-fcfb-4007-87ef-de06de7710ca

TQCAX fee per active unit

Sensible Investor, “Touchstone Funds Group Trust-Touchstone Dividend Equity Fund — fee per unit of active management,” 1.59% using the TQCAX expense ratio as of 2025-09-30 and fund portfolio as of 2026-03-31. https://sensible-investor.com/registry/tqcax/as-of/363649da-fcfb-4007-87ef-de06de7710ca