Touchstone Diversified Small Cap Gr A 303 Broadway Suite 1100 Cincinnati OH 45202-4203 Map
Phone: 800-543-0407
| Category: | Small Growth | | Fund Family: | Touchstone | | Net Assets: | 10.66M | | Year-to-Date Return: | 16.44% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Sep-06 |
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Bihag N. Patel
Lead Manager since
06-Sep-06 | | | Patel is senior portfolio manager. He joined FWIA in 2004 as vice president and senior portfolio manager. Patel was portfolio manager, senior equity analyst with Banc One Investment Advisors Corporation from 1998 to 2004. Patel holds the Chartered Financial Analyst designation. |
| 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 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in the common stocks of small cap companies with a market capitalization of less than $2.5 billion. It seeks to maintain a weighted average market capitalization that falls within the range of the Russell 2000 index. The fund may invest in securities in the technology sector. It generally holds approximately 80 - 120 stocks. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(13-Dec-07):
| 1.19 | | Annual Holdings Turnover
| 113.00% | | Average for Category:
| 132.21% |
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| Expense | TDSAX | Category Avg | | Total Expense Ratio: | 1.40%
| 1.61% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 1,161 | $680 | | 5 Yr Expense Projection*: |
$ 1,638 | $1,078 | | 10 Yr Expense Projection*: |
$ 2,949 | $2,174 |
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