• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.73% Nasdaq Down0.96%

    Touchstone Focused Y (TFFYX)

    38.66 Down 0.29(0.74%) Jul 27

    Profile as of Jun 29, 2015Get Profile for:
    Touchstone Focused Y
    Touchstone Strategic Trust303 Broadway, Suite 1100Cincinnati OH 45202
    Map
    Phone: 800-543-0407
    Fund Overview 
    Category:Large Value
    Fund Family:Touchstone
    Net Assets:1.14B
    Year-to-Date Return:5.76%
    Yield:0.40%
    Morningstar Rating:5 stars
    Fund Inception Date:Feb 12, 1999
    Morningstar Style Box 
    Large Value
    [View Category Definition]
    View Top Large Value Funds
    About the Morningstar Style Box
    Management Information 
    James Wilhelm, Jr.
    Lead Manager since Apr 12, 2012
    James Wilhelm, Vice President and Portfolio Manager, joined Fort Washington in 2002. He has investment experience dating back to 1993. He began as a Senior Equity Analyst in 2002 and then was named Portfolio Manager in 2005. He became an Assistant Vice President in 2007 and then became Vice President in 2008. James earned a BS in Business Administration from Wingate University and an MBA in Finance from Johns Hopkins University.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:100
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    TFFYX can be purchased from 112 brokerages.

    Fund Summary 
    The investment seeks to provide investors with capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in equity securities. Equity securities include common stock and preferred stock. It may invest in companies of any market capitalization in seeking to achieve its investment goal. These securities may be traded over-the-counter or listed on an exchange. The fund will generally hold 25 to 35 securities with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It is non-diversified.

    Fund Operations 
    Last Dividend (Dec 28, 2014) : 0.15
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 23, 2015) : 33.00%
    Average for Category:40.09%
    Fees & Expenses 
    ExpenseTFFYXCategory Avg
    Annual Report Expense Ratio (net):0.92%1.11%
    Prospectus Net Expense Ratio:0.96%N/A
    Prospectus Gross Expense Ratio:1.03%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.42%
    Max Deferred Sales Load: N/A2.13%
    3 Yr Expense Projection*:321519
    5 Yr Expense Projection*:562812
    10 Yr Expense Projection*:1,2531,631
    * Per $10,000 invested