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Touchstone Funds Group Trust
OH
SEC # 914243
9 Related Registrants:
Touchstone ETF Trust — 4/29/24 — SEC # 1919700
Touchstone Strategic Trust — 4/29/24 — SEC # 711080
Touchstone Variable Series Trust — 4/29/24 — SEC # 920547
More than a Year ago:
Touchstone Advisors Inc. — 11/15/22 — SEC # 1111716
Touchstone Institutional Funds Trust — 6/2/20 — SEC # 1174490
Touchstone Investment Trust — 1/26/17 — SEC # 66117
Touchstone Tax Free Trust — 4/15/16 — SEC # 352667
Constellation Investment Management Co. LP — 2/12/02 — SEC # 1141069
Turner Funds — 2/12/02 — SEC # 1006783
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302 Topics
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Filing
Doc.
Page
Title
Docs.
5/6/24
497
1
A. General Information
3
1
Additional Information
3
1/25/24
485BPOS
1
Administrator, The
3
1
Adviser, The
3
5/6/24
497
1
Advisory and Sub-Advisory Agreement Approval
3
1
Agreement and Plan of Reorganization
3
1/25/24
485BPOS
1
Appendix A -- Description of Securities Ratings
3
1
Appendix A -- Intermediary-Specific Sales Charge Waivers and Discounts
3
8/30/23
485BPOS
1
Appendix B
2
1/25/24
485BPOS
1
Appendix B -- Proxy Voting Policies
1
5/6/24
497
1
B. Incorporation by Reference
3
1
Background
3
1/25/24
485BPOS
1
Brokerage Transactions
3
5/6/24
497
1
Buying and Selling Fund Shares
3
1
C. Supplemental Financial Information (Unaudited)
3
11/29/23
N-CSR
1
Capital Stock Activity
2
1/25/24
485BPOS
1
Certain Provisions of the Trust's By-Laws
3
1
Choosing A Class of Shares
3
1
Code of Ethics
3
1
Control Persons and Principal Security Holders
3
1
Custodian
3
1
Description of Securities Ratings
3
5/6/24
497
1
Description of Shares
6
1
Description of the Securities to be Issued
3
1/25/24
485BPOS
1
Determination of Net Asset Value
3
1
Disclosure of Portfolio Holdings
3
5/6/24
497
1
Distribution and Shareholder Servicing Arrangements
6
1/25/24
485BPOS
1
Distribution Plans and Shareholder Service Arrangements
3
1
Distributions
3
1
Distributions and Taxes
3
5/6/24
497
1
Exchange Privileges of the Funds
3
1
Exhibit A: Form of Agreement and Plan of Reorganization
3
1
Exhibit B: Fundamental Investment Limitations
3
1
Exhibit C: Declarations of Trust
3
1
Exhibit D: Control Persons and Principal Holders of Securities
3
1
Expense Limitation Agreement
3
1/25/24
485BPOS
1
Federal Income Taxes
3
5/6/24
497
1
Financial Highlights
8
1/25/24
485BPOS
1
Financial Statements
3
5/6/24
497
1
Financial Statements and Experts
3
1
Funds' Management, The
6
1/25/24
485BPOS
1
Independent Registered Public Accounting Firm
3
5/6/24
497
1
Information About the Reorganization
3
1
Information on Shareholders' Rights
3
1
Institutional Class Shares
3
1/25/24
485BPOS
1
Intermediary-Specific Sales Charge Waivers and Discounts
3
1
Investing With Touchstone
3
5/6/24
497
1
Investment Adviser
3
1/25/24
485BPOS
1
Investment Limitations
3
1
Legal Counsel
3
5/6/24
497
1
Legal Matters
3
11/29/23
N-CSR
1
Letter from the President
1
1
Management of the Trust (Unaudited)
1
1
Management's Discussion of Fund Performance (Unaudited)
1
5/6/24
497
1
Material Federal Income Tax Consequences
3
11/29/23
N-CSR
1
Notes to Financial Statements
2
5/31/23
N-CSRS
1
Other Items
1
11/29/23
N-CSR
1
Other Items (Unaudited)
1
1/25/24
485BPOS
1
Other Purchase and Redemption Information
3
5/6/24
497
1
Other Service Providers
3
1/25/24
485BPOS
1
Permitted Investments and Risk Factors
3
1
Portfolio Turnover
3
11/29/23
N-CSR
1
Portfolios of Investments
2
1/25/24
485BPOS
1
Principal Investment Strategies and Risks
3
5/6/24
497
1
Principal Risks
3
11/29/23
N-CSR
1
Privacy Protection Policy
2
5/6/24
497
1
Pro Forma Capitalization
3
1/25/24
485BPOS
1
Proxy Voting
3
1
Proxy Voting Policies
1
5/6/24
497
1
Reasons for the Reorganization
3
1
Reorganization
3
11/29/23
N-CSR
1
Report of Independent Registered Public Accounting Firm
1
1
Statements of Assets and Liabilities
2
1
Statements of Changes in Net Assets
2
1
Statements of Changes in Net Assets -- Capital Stock Activity
2
1
Statements of Operations
2
5/6/24
497
1
Sub-Adviser and Portfolio Managers
3
1/25/24
485BPOS
1
Sub-Advisers and Portfolio Managers, The
3
5/6/24
497
1
Summary
3
1
Table of Contents
5
5/31/23
N-CSRS
1
Tabular Presentation of Portfolios of Investments
1
11/29/23
N-CSR
1
Tabular Presentation of Portfolios of Investments (Unaudited)
1
1/25/24
485BPOS
1
The Administrator
3
1
The Adviser
3
5/6/24
497
1
The Funds' Management
6
1/25/24
485BPOS
1
The Sub-Advisers and Portfolio Managers
3
1
The Trust
3
11/29/23
N-CSR
1
Touchstone Active Bond Fund
2
1/25/24
485BPOS
1
Touchstone Active Bond Fund Summary
1
11/29/23
N-CSR
1
Touchstone Ares Credit Opportunities Fund
2
1/25/24
485BPOS
1
Touchstone Ares Credit Opportunities Fund Summary
1
11/29/23
N-CSR
1
Touchstone Dividend Equity Fund
2
1/25/24
485BPOS
1
Touchstone Dividend Equity Fund Summary
1
11/29/23
N-CSR
1
Touchstone High Yield Fund
2
1/25/24
485BPOS
1
Touchstone High Yield Fund Summary
1
11/29/23
N-CSR
1
Touchstone Impact Bond Fund
2
1/25/24
485BPOS
1
Touchstone Impact Bond Fund Summary
1
5/31/23
N-CSRS
1
Touchstone International ESG Equity Fund
1
1/25/24
485BPOS
1
Touchstone Investments
1
11/29/23
N-CSR
1
Touchstone Mid Cap Fund
2
1/25/24
485BPOS
1
Touchstone Mid Cap Fund Summary
1
11/29/23
N-CSR
1
Touchstone Mid Cap Value Fund
2
1/25/24
485BPOS
1
Touchstone Mid Cap Value Fund Summary
1
11/29/23
N-CSR
1
Touchstone Sands Capital International Growth Equity Fund (formerly Touchstone International ESG Equity Fund)
1
1/25/24
485BPOS
1
Touchstone Sands Capital International Growth Equity Fund Summary
3
11/29/23
N-CSR
1
Touchstone Sands Capital Select Growth Fund
2
1/25/24
485BPOS
1
Touchstone Sands Capital Select Growth Fund Summary
1
1
Touchstone Securities
3
11/29/23
N-CSR
1
Touchstone Small Cap Fund
2
1/25/24
485BPOS
1
Touchstone Small Cap Fund Summary
1
11/29/23
N-CSR
1
Touchstone Small Cap Value Fund
2
1/25/24
485BPOS
1
Touchstone Small Cap Value Fund Summary
1
11/29/23
N-CSR
1
Touchstone Ultra Short Duration Fixed Income Fund
2
1/25/24
485BPOS
1
Touchstone Ultra Short Duration Fixed Income Fund Summary
1
1
Transfer and Sub-Administrative Agent
3
1
Trust, The
3
1
Trustees and Officers of the Trust
3
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