Touchstone Dynamic International ETF (TDI)

Overview

The Touchstone Dynamic International ETF (NYSE Arca: TCHI) seeks long-term capital appreciation by investing in a dynamically managed portfolio of international equities. It focuses on companies located outside the United States, employing a quantitative, rules-based approach to asset allocation and security selection.

Reputation and Reliability

Touchstone Investments has a solid reputation for providing actively managed investment solutions and is known for its disciplined investment process.

Management Expertise

Touchstone's investment team has extensive experience in global equity markets and utilizes a proprietary quantitative model to identify attractive investment opportunities.

Goal

To seek long-term capital appreciation.

Investment Approach and Strategy

Strategy: The ETF does not track a specific index but rather utilizes a quantitative investment strategy to identify and allocate assets to international equities.

Composition The ETF primarily holds international stocks across various sectors and countries.

Market Share: Insufficient data available to accurately determine the ETF's specific market share.

Total Net Assets (AUM):

Key Competitors

• VEU
• IXUS
• ACWX

Competitive Landscape

The international equity ETF market is highly competitive. TCHI's active management approach differentiates it, but it faces competition from larger, passively managed ETFs with lower expense ratios. A key advantage for TCHI could be its dynamic approach, which aims to outperform passive benchmarks. Disadvantages may include higher fees and the risk of underperforming the market.

Historical Performance: Historical financial performance data is unavailable in this format. Please refer to financial data vendors for this information.

Benchmark Comparison: A benchmark comparison is unavailable in this format. Please refer to financial data vendors for this information.

Expense Ratio:

Average Trading Volume

Average trading volume data is not available for display in this format.

Bid-Ask Spread

Bid-ask spread data is not available for display in this format.

Market Environment Factors

Economic indicators, sector growth prospects in international markets, and global market conditions significantly affect the performance of TCHI.

Growth Trajectory

Growth trends depend on the fund's ability to dynamically adjust its holdings in response to changing market conditions and identify promising international equities. Significant changes to strategy and holdings are not publicly known without access to proprietary data.

Competitive Edge

TCHI's competitive advantage lies in its dynamic, quantitative investment strategy, which aims to identify undervalued international equities and actively manage portfolio allocations. This rules-based approach is designed to adapt to changing market conditions and potentially outperform passive benchmarks. Furthermore, Touchstone's experienced management team and established reputation provide credibility. This active management, however, comes at a cost that could be a disadvantage if the active management is not successful in outperforming the benchmark.

Volatility

Historical volatility data is unavailable in this format. Please refer to financial data vendors for this information.

Market Risk

The primary risks associated with TCHI include international market risk, currency risk, and the risk of underperformance relative to its benchmark due to its active management strategy.

Ideal Investor Profile

The ideal investor for TCHI is one seeking long-term capital appreciation through international equities and is comfortable with an actively managed investment approach.

Market Risk

TCHI is suitable for long-term investors who are willing to accept potentially higher volatility and expenses in exchange for the potential to outperform passively managed international equity ETFs.

The Touchstone Dynamic International ETF offers a dynamic approach to investing in international equities, utilizing a quantitative investment strategy managed by Touchstone Investments. While its active management aims to outperform passive benchmarks, it comes with higher expenses and the risk of underperformance. The ETF suits long-term investors comfortable with volatility and willing to pay for active management. Its potential success relies on its ability to effectively adapt its holdings to changing international market dynamics. The ETF's smaller size and active management make it a more targeted investment compared to broad, passive international equity ETFs.

Data Sources:

• Touchstone Investments website
• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on your own due diligence and in consultation with a qualified financial advisor.