Touchstone Mazama Institutional Growth
303 Broadway Suite 1100 Cincinnati OH 45202
Map
Phone: 800-543-0407
| Category: | Mid-Cap Growth | | Fund Family: | Constellation | | Net Assets: | 19.72M | | Year-to-Date Return: | 41.15% | | Yield: | 0.23% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jan-08 |
|
Gretchen Novak
Lead Manager since
30-Jan-08 | | | Novak is responsible for researching consumer discretionary and consumer staple companies for all Mazama strategies and is a portfolio manager, supporting Ron Sauer in overseeing the investment process. Formerly an equity analyst with Cramer Rosenthal McGlynn, LLC, she was originally trained as a research analyst by Ron Sauer at Black & Company. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
|
| |
| The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing primarily in common stocks of companies with market capitalizations found within the Russell Midcap Growth index and that the fund's Sub-Advisor, Mazama, believes possess superior growth characteristics. It invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in common stocks of companies with market capitalizations found within the Russell Midcap Growth index at the time of purchase. |
| Last Dividend
(30-Sep-09):
| 0.00 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 200.00% | | Average for Category:
| 130.04% |
|
| Expense | TMIGX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 321 | $716 | | 5 Yr Expense Projection*: |
$ 557 | $1,049 | | 10 Yr Expense Projection*: |
$ 1,235 | $2,071 |
|
|
0.67% Nasdaq 
Profile
