# Portfolio overlap — SWFCX vs NMIEX Comparing **Touchstone Strategic Trust-Touchstone International Value Fund** (2026-03-31) and **Active M International Equity Fund** (2026-03-31). - Shared positions: 32 - Touchstone Strategic Trust-Touchstone International Value Fund covered by Active M International Equity Fund: 0.1129514835249804193090377850 - Active M International Equity Fund covered by Touchstone Strategic Trust-Touchstone International Value Fund: 0.1129514835249804193090377852 ## Touchstone Strategic Trust-Touchstone International Value Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | SAMSUNG ELECTRON | 0.032848 | ✓ | | SK Square Company Ltd. | 0.022865 | | | NOVARTIS AG-REG | 0.022073 | ✓ | | GSK plc ORD GBP0.3125 | 0.021126 | ✓ | | HSBC Holdings PLC ORD USD0.50 | 0.019660 | | | Total S.A. | 0.019232 | ✓ | | SANOFI | 0.017923 | ✓ | | Invesco Government & Agency Portfolio, Institutional Class | 0.016056 | | | Sojitz Holdings Corp | 0.015438 | | | CFD_EQS GOLDUS33 7309681 | 0.015163 | ✓ | | RIO TINTO LTD /AUD/ 0.00000000 | 0.015151 | ✓ | | BAYER AG-REG | 0.014590 | | | ERICSSON LM-B | 0.014551 | ✓ | | NUTRIEN LTD | 0.014427 | ✓ | | Shell PLC ORD EUR0.07 | 0.014319 | ✓ | | MANULIFE FIN | 0.014247 | | | PETROCHINA-H | 0.013911 | | | Danske Bank A/S DKK10 | 0.013750 | | | VALE SA /VALE DO RIO DOCE ORDINARY REGISTERED SHARES/ /BRL/ 0.00000000 | 0.013561 | | | National Aluminum INR5 | 0.013530 | | | CFD_EQS GOLDUS33 5705946 | 0.013207 | | | NN GRP. NV | 0.012958 | ✓ | | Japan Post Holdings Co Ltd. NPV | 0.012900 | | | Daimler Truck Holding AG NPV | 0.012681 | ✓ | | WEICHAI POWER-H | 0.012553 | | | POWER CORP CDA | 0.012337 | | | Imperial Tobacco Group plc | 0.012334 | | | DnB Bank ASA NOK12.50 | 0.011999 | | | KIMBERLY-CLA M-A | 0.011866 | | | Tesco PLC ORD GBP0.0633333 | 0.011760 | ✓ | | IMPERIAL OIL LTD | 0.011752 | | | Nippon Express Holdings Inc NPV | 0.011667 | | | WH Group Ltd. USD0.0001 | 0.011643 | | | Erste Group Bank AG NPV | 0.011485 | ✓ | | ABN AMRO Bank N.V. DR EACH REP SHS | 0.011455 | ✓ | | NatWest Group PLC ORD GBP1.0769 | 0.011295 | ✓ | | DRAX GRP. PLC | 0.011164 | ✓ | | QBE Insurance Group Ltd. NPV | 0.011082 | | | Panasonic Holdings Corporation | 0.010884 | | | The People's Insurance Company (Group) of China Limited 'H'CNY1 | 0.010832 | | | Ageas SA/NV NPV | 0.010812 | ✓ | | HELLENIC TELECOMS. ORGANI | 0.010748 | | | Investec PLC ORD GBP0.0002 | 0.010519 | ✓ | | Qantas Airways Ltd. NPV | 0.010465 | | | KDDI CORP | 0.010422 | ✓ | | CIMB GRP. HLDGS. BHD | 0.010322 | | | UniCredit S.p.A. NPV | 0.010317 | ✓ | | RUBIS | 0.010235 | | | NGK Insulators Ltd NPV | 0.010232 | | | Dongbu Insurance Co Ltd | 0.010202 | | ## Active M International Equity Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | Northern Institutional Funds GOVT PTFL | 0.030888 | | | Siemens Energy AG NPV | 0.020796 | | | VERISURE HOLDING AB | 0.019010 | | | Rolls-Royce Holdings PLC ORD GBP0.20 | 0.018209 | | | TSMC | 0.016714 | | | British American Tobacco PLC ORD GBP0.25 | 0.014465 | | | AstraZeneca PLC ORD USD0.25 | 0.014462 | | | BAE Systems PLC ORD GBP0.025 | 0.014266 | | | Societe Generale S.A. EUR1.25 | 0.013070 | | | SAP SE | 0.010969 | | | UniCredit S.p.A. NPV | 0.010629 | ✓ | | SEA LTD ADR | 0.010569 | | | PHILIP MORRIS INTL INC | 0.010264 | | | Kering S.A. EUR4 | 0.009932 | | | ASML Holding NV - NY Reg Shares | 0.009607 | | | CANADIAN PACIFIC KANSAS CITY LTD | 0.009542 | | | Safran SA EUR0.20 | 0.009532 | | | CFD_EQS GOLDUS33 7309681 | 0.009299 | ✓ | | Shell PLC ORD EUR0.07 | 0.009128 | ✓ | | SANOFI | 0.009061 | ✓ | | TENCENT | 0.008959 | | | SEAGATE TECHNOLO | 0.008459 | | | RECKITT BENCKISER GROUP PLC /GBP/ 0.00000000 | 0.008268 | | | UBS GROUP AG USD0.10 (REG S) | 0.008100 | | | Total S.A. | 0.007947 | ✓ | | CFD_EQS GOLDUS33 B0DJ8Q5 | 0.007807 | | | COMMON STOCK | 0.007568 | | | Koninklijke Philips NV EUR0.20 | 0.007556 | | | Standard Chartered PLC ORD USD0.50 | 0.007365 | | | NOVARTIS AG-REG | 0.007220 | ✓ | | Renesas Electronics Corporation | 0.007167 | | | SAINT GOBAIN | 0.006904 | | | GSK plc ORD GBP0.3125 | 0.006779 | ✓ | | Roche Holding AG CHF0.001 | 0.006695 | | | RELX PLC | 0.006557 | | | SAMSUNG ELECTRON | 0.006330 | ✓ | | PRUDENTIAL PLC | 0.006268 | | | ARCH CAPITAL GRP | 0.006205 | | | ING Groep N.V. EUR0.01 | 0.006007 | | | Heineken N.V. EUR1.60 | 0.005917 | | | CFD_EQS GOLDUS33 3134865 | 0.005901 | | | Spotify Technology SA | 0.005781 | | | CAN NATURAL RES | 0.005557 | | | TEVA PHARMACEUTICAL IND ADR | 0.005339 | | | FERGUSON ENTERPRISES INC | 0.005266 | | | SMC Corporation | 0.005126 | | | MEDTRONIC PLC | 0.005047 | | | NU Holdings Ltd/Cayman Islands | 0.005002 | | | LINDE PLC | 0.004904 | | | DIAGEO PLC | 0.004860 | | ## Sources - N-PORT (fund A) — accession `0001193125-26-246880` (as of 2026-03-31) - N-PORT (fund B) — accession `0002066578-26-001901` (as of 2026-03-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). 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