|Touchstone Growth Opportunities A|
Touchstone Strategic Trust303 Broadway, Suite 1100Cincinnati OH 45202
|Fund Inception Date:||Sep 29, 1995|
|William A. Muggia|
Lead Manager since Jul 18, 2006
|Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors.
In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $15 billion in assets under management.
Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company.
Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992.
Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of City Year Boston, a non-profit organization focused on education for inner-city children. He coaches youth soccer and enjoys participating in multiple sports.|
|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||
|The investment seeks long-term growth of capital.
The fund invests primarily in stocks of domestic growth companies that the sub-advisor believes have a demonstrated record of achievement with excellent prospects for earnings growth over a one- to three-year period. In choosing securities, Westfield looks for companies that it believes are reasonably priced with high forecasted earnings potential. The fund will invest in companies that Westfield believes have shown above-average and consistent long-term growth in earnings and have excellent prospects for future growth. The fund is non-diversified.|
|Last Cap Gain
(Dec 10, 2015)
|Annual Holdings Turnover
(Jun 27, 2016)
|Average for Category:||50.46%|
|Annual Report Expense Ratio (net):||1.24%||1.17%|
|Prospectus Net Expense Ratio:||1.24%||N/A|
|Prospectus Gross Expense Ratio:||1.39%||N/A|
|Max 12b1 Fee:||0.25%||N/A|
|Max Front End Sales Load:||5.75%||5.45%|
|Max Deferred Sales Load:
|3 Yr Expense Projection*:||976||505|
|5 Yr Expense Projection*:||1,278||797|
|10 Yr Expense Projection*:||2,135||1,626|