Touchstone Large Cap Core Equity A 303 Broadway Suite 1100 Cincinnati OH 45202-4203 Map
Phone: 800-543-0407
| Category: | Large Blend | | Fund Family: | Touchstone | | Net Assets: | 54.46M | | Year-to-Date Return: | -31.27% | | Yield: | 1.25% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-00 |
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Robert P. Bordogna
Lead Manager since
01-May-00 | | | Bordogna is the Chairman of the firm and was the President and Chief Executive Officer from 1980 to 2005. Bordogna has 39 years of experience in the investment advisory business. |
| 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 appreciation; income comes as the secondary goal. The fund invests at least 80% of total assets in common stocks of large cap companies with a market capitalization of more than $10 billion. Its portfolio may at all times consist of 40 to 60 stocks. It may also invest in companies in the technology sector. |
| Last Dividend
(31-Dec-07):
| 0.10 | | Last Cap Gain
(13-Dec-07):
| 0.38 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 71.85% |
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| Expense | TENAX | Category Avg | | Total Expense Ratio: | 1.15%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$937 | $572 | | 5 Yr Expense Projection*: |
$1,209 | $876 | | 10 Yr Expense Projection*: |
$1,981 | $2,504 |
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