Touchstone Value Opportunities Z
303 Broadway Suite 1100 Cincinnati OH 45202
Map
Phone: 800-543-0407
| Category: | Large Value | | Fund Family: | Touchstone | | Net Assets: | 132.17M | | Year-to-Date Return: | -31.48% | | Yield: | 1.41% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Dec-91 |
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Michael E. Jones
Lead Manager since
06-Dec-91 | | | Jones is the chief executive officer and a co-founder of Clover Capital Management, Inc. Jones primary role is director of investment strategy, where he oversees Clovers portfolio management effort. In addition to his strategy and portfolio management responsibilities, Jones conducts equity research in the Health Care sector. Jones holds 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 total return. The fund normally invests at least 80% of assets in common stocks of U.S. companies that possess attractive long-term return potential because of their lower than average valuations and improving business outlooks. It invests in securities of companies operating in a broad range of industries based primarily on quantitative, fundamental and technical analysis. The fund may invest in companies of any size. |
| Last Dividend
(30-Sep-08):
| 0.06 | | Last Cap Gain
(18-Dec-07):
| 1.43 | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 60.91% |
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| Expense | CCEVX | Category
Avg | | Total Expense Ratio: | 1.12%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$425 | $591 | | 5 Yr Expense Projection*: |
$734 | $885 | | 10 Yr Expense Projection*: |
$1,613 | $1,741 |
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1.83% Nasdaq 0.00%
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