Touchstone Large Cap Growth A 303 Broadway Suite 1100 Cincinnati OH 45202-4203 Map
Phone: 800-543-0407
| Category: | Large Growth | | Fund Family: | Touchstone | | Net Assets: | 408.46M | | Year-to-Date Return: | 18.80% | | Yield: | 0.07% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Dec-97 |
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Shawn C. Price
Lead Manager since
19-Dec-97 | | | Price is the portfolio manager along with Louis Navellier for the Fundamental 'A' portfolio. He joined Navellier in 1991 as a quantitative research analyst. |
| 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 common stocks of large cap companies with market capitalizations in excess of $10 billion. It may invest a significant percentage of its assets in the securities of one issuer. The fund may invest up to 10% of total assets in the securities of one company and up to 25% of total assets in the securities of one industry. It is nondiversified. |
| Last Dividend
(31-Dec-08):
| 0.01 | | Last Cap Gain
(15-Dec-00):
| 0.05 | | Annual Holdings Turnover
| 126.00% | | Average for Category:
| 101.52% |
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| Expense | TEQAX | Category Avg | | Total Expense Ratio: | 1.25%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 965 | $658 | | 5 Yr Expense Projection*: |
$ 1,255 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,078 | $2,035 |
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