Touchstone Large Cap Growth Y
303 Broadway Suite 1100 Cincinnati OH 45202-4203
Map
Phone: 800-543-0407
| Category: | Large Growth | | Fund Family: | Touchstone | | Net Assets: | 258.49M | | Year-to-Date Return: | -35.95% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Nov-04 |
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Louis G. Navellier
Lead Manager since
19-Dec-97 | | | Mr. Navellier is the chairman and CEO of Navellier & Associates, Inc.. He has an aggressive investment style suitable only for investors willing to accept a little more risk and who can hold stocks long-term. Navellier developed a computer model based on an existing proven model, which identifies attractive stocks to meet the goals of the Portfolio. Mr. Navellier has been active in the quantitative management of stock portfolios for over ten years. |
| 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. The fund normally invests at least 80% of assets in common stocks of large cap companies with market capitalizations in excess of $10 billion. The advisor intends to limit the amount the fund may invest in a single issuer to no more than 10% of assets, and no more than 25% of assets in a single industry. The fund may invest up to 15% of assets in ADRs. It may also invest in investment grade debt securities. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 97.51% |
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| Expense | TIQIX | Category
Avg | | Total Expense Ratio: | 1.00%
| 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*: |
$326 | $615 | | 5 Yr Expense Projection*: |
$569 | $944 | | 10 Yr Expense Projection*: |
$1,266 | $1,866 |
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2.63% Nasdaq 0.00%
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