Touchstone Large Cap Core Equity A
303 Broadway Suite 1100 Cincinnati OH 45202-4203
Map
Phone: 800-543-0407
| Category: | Large Blend | | Fund Family: | Touchstone | | Net Assets: | 46.45M | | Year-to-Date Return: | 17.11% | | Yield: | 1.28% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-00 |
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Curtiss M. Scott, Jr.
Lead Manager since
01-May-00 | | | Scott is the President and Chief Executive Officer. He has 30 years of experience in the investment advisory business and has been with Todd since 1996. Scott 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 capital appreciation; income comes as the secondary goal. The fund invests at least 80% of total assets in common stocks of large cap companies with a market capitalization of more than $10 billion. Its portfolio may at all times consist of 40 to 60 stocks. It may also invest in companies in the technology sector. |
| Last Dividend
(31-Dec-08):
| 0.11 | | Last Cap Gain
(11-Dec-08):
| 0.60 | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 70.87% |
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| Expense | TENAX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 945 | $774 | | 5 Yr Expense Projection*: |
$ 1,225 | $1,287 | | 10 Yr Expense Projection*: |
$ 2,021 | $2,366 |
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0.17% Nasdaq 0.00%
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