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Touchstone Focused Y (TFFYX)

36.53 Down 0.15(0.41%) Aug 22

Profile as of Jul 30, 2014Get Profile for:
Touchstone Focused Y
303 BroadwaySuite 1100Cincinnati OH 45202
Phone: 800-543-0407
Fund Overview 
Category:Large Blend
Fund Family:Touchstone
Net Assets:1.10B
Year-to-Date Return:3.12%
Morningstar Rating:4 stars
Fund Inception Date:Feb 12, 1999
Morningstar Style Box 
Large Blend
[View Category Definition]
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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.
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 107 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 (May 15, 2013) : 0.25
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 20, 2014) : 27.00%
Average for Category:41.86%
Fees & Expenses 
ExpenseTFFYXCategory Avg
Annual Report Expense Ratio (net):0.94%1.08%
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/A5.27%
Max Deferred Sales Load: N/A2.19%
3 Yr Expense Projection*:321577
5 Yr Expense Projection*:562922
10 Yr Expense Projection*:1,2531,884
* Per $10,000 invested