Create your account

Join ETF Shelf to unlock all features

OR
ETF NewswireETF FilingsStory
Filings

Touchstone to Convert Large Cap Growth Mutual Fund Into an ETF

Touchstone plans to convert its Dynamic Large Cap Growth Fund into a newly created ETF through a reorganization expected in the first quarter of 2027. The ETF will retain the fund’s investment objective, strategies and sub-adviser, Los Angeles Capital Management. Touchstone will cap annual operating expenses at 0.55%, subject to specified exclusions, and cover reorganization costs. The conversion requires no shareholder vote and is expected to be tax-free for US federal income tax purposes. Additional ETF details are due in Q4 2026.

At a glance
Beat
Filings
Issuer
Touchstone Investments
Region
United States
Filed
20 August 2026

Source: SEC Filings

More on this beat

More from United States