Address And Details
| 303 Broadway, Ste 1100 , Cincinnati, OH 45202-5354 | |
|---|---|
| Fund Manager | Team Managed |
| Manager Tenure | |
Strategy And Objective
The Touchstone Large Company Growth Fund (the Fund ) seeks to achieve long-term capital appreciation. Under normal circumstances, the Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large capitalization issuers. Equity securities include, but are not limited to, common stocks, preferred stocks, securities convertible into common stocks, rights and warrants. The Fund s portfolio generally will contain 25 to 35 equity securities. The Fund currently defines a large capitalization issuer as one that has a market capitalization of $10 billion or more at the time of purchase.
Equity Sector Breakdown
| Technology | 42.77% | |
| Finance | 19.91% | |
| RetailTrade | 12.52% | |
| NonDurables | 8.91% | |
| Services | 4.64% | |
| IndustrialCyclical | 2.09% | |
| Health | 1.46% | |
| ConsumerDurables | n/a | |
| Energy | n/a | |
| Utilities | n/a |
Asset Allocation
| Asset Type | % Of Allocation | |
|---|---|---|
| Stocks | 98.87% | |
| ForeignStocks | 2.28% | |
| Cash | 0.00% | |
| Bonds | 0.00% | |
| Preferred | 0.00% | |
| Convertible | 0.00% | |
| Other | 0.00% | |
| ForeignBonds | 0.00% | |
| ForeignHedged | 0.00% | |
| Total Net Assets | 158.05 M | |
|---|---|---|
Risk Measures
| Criteria | 3 Years | 5 Years | 10 Years |
|---|---|---|---|
| Alpha | -1.61 | 0.73 | -0.38 |
| Beta | 0.97 | 1.01 | 1.04 |
| R Squared | 0.87 | 0.86 | 0.82 |
| Std Deviation | 19.47 | 17.91 | 15.70 |
| Sharpe Ratio | 0.66 | 0.83 | n/a |
Purchase Information
as of 5:01 PM ET 05/19/2022| Minimum Initial | $500000 |
|---|---|
| Minimum Additional | $50 |
| Minimum Initial IRA | $0 |
Performance
| Timeframe | Average Annual Current Performance Monthly As Of 04/30/2022 | Average Annual Current Performance Quarterly As Of 03/31/2022 | Avg Annual Current Performance Monthly As Of 04/30/2022 | Avg Annual Current Performance Quarterly As Of 03/31/2022 |
|---|---|---|---|---|
| 1 Year |
|
|
-12.66% | +5.90% |
| 3 Year |
|
|
+11.40% | +17.69% |
| 10 Year |
|
|
+13.52% | +14.91% |
| Life Of Fund |
|
|
+14.29% | +15.49% |