SWRLX Mutual Fund

SWRLX Mutual Fund (Touchstone International Value Fund Class A) is managed by Touchstone Investments with $120.3M in net assets. SWRLX expense ratio is 1.26%, holding 87 positions across sectors including Financials, Energy, Utilities. Inception date: 1993-03-01.

SWRLX performance shows a YTD return of 21.00%. The 1-year return is 45.02% and the 5-year return is 13.02%. SWRLX dividend yield stands at 6.31%, paid annually.

SWRLX top holdings include Samsung Electronics (Equity) (3.3%), SK Square Co. Ltd. (2.3%), Novartis Ag Ordinary Shares (2.2%), GSK plc (2.1%), Hsbc Holdings Plc (2.0%). Go to all SWRLX holdings, SWRLX sectors, or SWRLX dividends.

SWRLX can be compared against other funds. Use SWRLX overlap to find shared positions, or SWRLX vs another fund for a side-by-side view. SWRLX alternatives are available via the screener, along with tax-loss harvesting opportunities.