Touchstone Sands Capital Inst Gr
303 Broadway Suite 1100 Cincinnati OH 45202
Map
Phone: 800-543-0407
| Category: | Large Growth | | Fund Family: | Touchstone | | Net Assets: | 737.72M | | Year-to-Date Return: | -40.06% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Jan-05 |
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David E. Levanson
Lead Manager since
20-Jun-05 | | | Levanson is a senior research analyst, senior portfolio manager and director of U.S. Mutual Funds at Sands Capital Management. He re-joined the firm in September 2002. Before that, he was a research analyst for MFS Investment Management. He has 16 years of investment experience. Levanson holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks of U.S. companies with above-average potential for revenue and earnings growth. It emphasizes investments in large capitalization growth companies with minimum market capitalizations at the time of purchase of $10 billion and weighted average market capitalization in excess of $40 billion. The portfolio typically owns between 25 and 30 stocks. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 97.51% |
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| Expense | CISGX | Category
Avg | | Total Expense Ratio: | 0.80%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$255 | $615 | | 5 Yr Expense Projection*: |
$444 | $944 | | 10 Yr Expense Projection*: |
$990 | $1,866 |
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1.83% Nasdaq 0.00%
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