17.79 Up +0.16 +0.91%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 17.63
Category Large Growth
Net Assets 202.30 Mil
Yield 0.00%
Morningstar Risk High
Morningstar Return Above Average
  • Last NAV update 9/18/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in common stocks of U.S. companies that the sub-advisor believes have above-average potential for revenue or earnings growth. It emphasizes investments in large capitalization growth companies. The weighted-average market capitalization of these companies is generally in excess of $25 billion, and the fund generally does not invest in companies that have a market capitalization of less than $2 billion. The fund will typically own between 25 and 30 stocks. It is non-diversified.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 23.98% 0.90% 21.98% 39.55% 4.28%
Value ($) 12,398.37 12,509.84 15,259.53 21,295.09 22,206.31
  • Year to date performance as of 9/18/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Touchstone
Fund Manager Frank Sands, Jr.
Tenure (Years) 14
Fund Status Closed
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 1,000.00
Front Load 0.00
Expense Ratio 2.03%
PERFORMANCE
Symbol Value ($)
1 Month 0.00%
3 Months 4.16%
1 Year 14.41%
3 Years* 20.29%
5 Years* NA
  • * Annualized returns
  • Performance as of 9/18/2014 12:00 AM ET
PEER COMPARISON
  TSNCX Large Growth
5-Yr Return NA 14.77%
Sharpe Ratio 1.25 2.21
Net Assets 202.30 Mil 743.58 Mil
Avg Market Cap 46.19 Bil 72.96 Bil
Avg P/E 29.04 23.08
Portfolio Turnover 37 71
HOLDINGS
Symbol Value ($)
Stocks 99.38%
Cash 0.62%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 10:01 PM ET
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