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Touchstone Growth Opportunities Fund (TGVFX)

43.80 +0.46 (+1.06%)
At close: 8:01 PM EDT

Fund Summary

The fund invests primarily in stocks of domestic growth companies that the sub-advisor believes have a demonstrated record of achievement with excellent prospects for earnings growth over a one- to three-year period. In choosing securities, Westfield looks for companies that the sub-advisor believes are reasonably priced with high forecasted earnings potential. The fund may invest in companies of any market capitalization. It is non-diversified.

Touchstone Growth Opportunities Fund

Cincinnati OH 45202
303 Broadway, Suite 1100
800-543-0407

Fund Overview

Category Large Growth
Fund Family Touchstone
Net Assets 145.9M
YTD Return 13.77%
Yield 0.00%
Morningstar Rating
Inception Date Aug 02, 1999

Fund Operations

Last Dividend 0.00
Last Cap Gain 30.00
Holdings Turnover 55.00%
Average for Category --

Fees & Expenses

Expense TGVFX Category Average
Annual Report Expense Ratio (net) 2.01% 0.99%
Prospectus Net Expense Ratio 2.01% --
Prospectus Gross Expense Ratio 2.86% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

William A. Muggia, Lead Manager since July 18, 2006
Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors. In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $13 billion in assets under management. Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company. Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992. Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of SquashBusters and the Advisory Board of The Base.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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