Touchstone Large Cap Growth C 303 Broadway Suite 1100 Cincinnati OH 45202-4203 Map
Phone: 800-543-0407
| Category: | Large Growth | | Fund Family: | Touchstone | | Net Assets: | 144.14M | | Year-to-Date Return: | 14.99% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Oct-03 |
|
Shawn Price
Lead Manager since
19-Dec-97 | | | Shawn Price has fourteen years experience in the securities industry and joined Navellier in 1991. At Navellier, Mr. Price has been the portfolio manager of the Large Cap Growth Portfolio since its inception in 1998. Mr. Price is also responsible for the management of the Dynamic MPT strategy and participates on the management teams of the Small to Mid Cap Growth and Micro to Small Cap Growth strategies. In addition, Mr. Price conducts ongoing research enhancements and works on product development. |
| 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 |
|
| |
| 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
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 126.00% | | Average for Category:
| 110.55% |
|
| Expense | TEQCX | Category Avg | | Total Expense Ratio: | 2.00%
| 1.33% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 650 | $672 | | 5 Yr Expense Projection*: |
$ 1,124 | $1,053 | | 10 Yr Expense Projection*: |
$ 2,433 | $2,074 |
|
|