Touchstone Micro Cap Growth A 303 Broadway Suite 1100 Cincinnati OH 45202-4203 Map
Phone: 800-543-0407
| Category: | Small Growth | | Fund Family: | Touchstone | | Net Assets: | 13.13M | | Year-to-Date Return: | -35.98% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 22-Jun-04 |
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O. Thomas Barry III
Lead Manager since
22-Jun-04 | | | Barry is the Chief Investment Officer and Senior Executive Vice President of Bjurman. He serves as a Senior Portfolio Manager, Member of the Board of Directors, and a principal member of Bjurmans Investment Policy Committee. Prior to joining Bjurman in 1978, Barry was the Senior Investment Officer and Portfolio Manager at Security National Pacific Bank. Barry holds the 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 capital growth. The fund invests at least 80% of assets in the common stocks of U.S. companies whose total market capitalization at the time of investment is generally between $30 million and $500 million, referred to as micro cap companies, and which, in the opinion of the sub-advisor, have superior earnings growth characteristics. Its investments may include securities in the technology sector. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 74.00% | | Average for Category:
| 115.78% |
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| Expense | TAMCX | Category Avg | | Total Expense Ratio: | 1.85%
| 1.59% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,198 | $680 | | 5 Yr Expense Projection*: |
$1,644 | $1,078 | | 10 Yr Expense Projection*: |
$2,876 | $2,142 |
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