Touchstone Diversified Small Cap Grth Y
303 Broadway Suite 1100 Cincinnati OH 45202-4203
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Phone: 800-543-0407
| Category: | Small Growth | | Fund Family: | Touchstone | | Net Assets: | 9.02M | | Year-to-Date Return: | -37.80% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 06-Sep-06 |
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Richard R. Jandrain III
Lead Manager since
06-Sep-06 | | | Jandrain is managing director of Growth Equity with FWIA, his employment since 2004 as managing director, vice president and senior portfolio manger. He was chief equity strategist, chief investment officer of equities with Banc One Investment Advisors Corporation from 1992 to 2004. Jandrain has 22 years of investment management experience. |
| Min Initial Investment: | $250,000 | | 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 growth of capital and income. The fund normally invests at least 80% of assets in the common stocks of small cap companies with a market capitalization of less than $2.5 billion. It seeks to maintain a weighted average market capitalization that falls within the range of the Russell 2000 index. It may invest in securities in the technology sector. The fund generally holds approximately 80 - 120 stocks. |
| Last Dividend
| N/A | | Last Cap Gain
(13-Dec-07):
| 1.19 | | Annual Holdings Turnover
| 99.00% | | Average for Category:
| 115.78% |
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| Expense | TDSIX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$507 | $680 | | 5 Yr Expense Projection*: |
$923 | $1,078 | | 10 Yr Expense Projection*: |
$2,082 | $2,142 |
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2.63% Nasdaq 0.00%
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