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Touchstone Large Company Growth A (TSAGX)

48.67 -0.25 (-0.51%)
At close: 8:00 PM EDT

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large capitalization issuers. Equity securities include, but are not limited to, common stocks, preferred stocks, and securities convertible into common stocks, rights and warrants. In addition, it may invest up to 20% of its assets in equity securities of foreign issuers through, but not limited to, American Depositary Receipts ("ADRs") or other depositary receipts. The fund is non-diversified.

Touchstone Large Company Growth A

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

Fund Overview

Category Large Growth
Fund Family Touchstone
Net Assets 147.47M
YTD Return 15.63%
Yield 0.00%
Morningstar Rating
Inception Date Aug 15, 2016

Fund Operations

Last Dividend --
Last Cap Gain 28.00
Holdings Turnover 44.00%
Average for Category --

Fees & Expenses

Expense TSAGX Category Average
Annual Report Expense Ratio (net) 1.08% 0.99%
Prospectus Net Expense Ratio 1.08% --
Prospectus Gross Expense Ratio 1.57% --
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

Daniel B. Strickberger, Lead Manager since August 28, 2009
DANIEL STRICKBERGER began his career in 1979 as a credit analyst, first at Morgan Guaranty, and later at Bank of Tokyo. He joined Oppenheimer & Co. as a securities analyst in 1982. He joined Lazard Freres & Co. later that year, after Oppenheimer & Co. was sold. Dan was appointed Director of Research of Lazard Freres Asset Management in 1987 and was made a general partner of Lazard Freres & Co. in 1988. He was one of two senior portfolio managers supervising Lazard’s domestic equity investments. Dan also developed and was the senior portfolio manager of Lazard’s international equities portfolio.

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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