Touchstone JSAM Institutional Value
303 Broadway Suite 1100 Cincinnati OH 45202
Map
Phone: 800-543-0407
| Category: | Mid-Cap Value | | Fund Family: | Touchstone | | Net Assets: | 8.41M | | Year-to-Date Return: | 73.03% | | Yield: | 0.50% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Jun-05 |
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John Schneider
Lead Manager since
20-Jun-05 | | | Schneider founded JSAM in March 2005 and serves as its president and chief investment officer. From 1998 to 2005, he was a portfolio manager with PEA Capital LLC, where he managed two mutual funds with over $10 billion in assets. He has over 20 years of investment experience. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks the long-term growth of capital and income. The fund normally invests in common stocks of U.S. and foreign companies that the management believes have below-average valuations in light of their improving business fundamentals. It may invest in companies of any size although the management intends to primarily invest in stocks of companies with market capitalizations in excess of $1 billion. The portfolio typically owns approximately 50 stocks. It is nondiversified. |
| Last Dividend
(31-Mar-09):
| 0.00 | | Last Cap Gain
(18-Dec-07):
| 0.08 | | Annual Holdings Turnover
| 89.00% | | Average for Category:
| 91.15% |
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| Expense | CIJVX | Category
Avg | | Total Expense Ratio: | 0.83%
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 278 | $661 | | 5 Yr Expense Projection*: |
$ 487 | $1,033 | | 10 Yr Expense Projection*: |
$ 1,091 | $2,042 |
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1.27% Nasdaq 
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