• Touchstone Growth Opportunities Fund

Touchstone
US, Multi-Cap Growth

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Touchstone Growth Opportunities Fund

TGVCX

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The sub-advisor’s investment process is designed to highlight companies that have the potential for superior growth in earnings over a one- to three-year period.

Next, the research team relies on fundamental analysis to look for companies with attractive valuations and prospects of high future earnings.

The team also evaluates a company’s financial statements, has meetings with management teams, and reviews operations and product development.

Then the manager constructs a diversified portfolio from a list More

Strategy Process Research Risk Philosophy

Price

Last Close

$34.7 ( +0.04 )

52 Week HL

$34.7 - $25.05

Net Assets

$174.27 M

Expense Ratio

Sector Allocation

Mar 31, 2021

Top 10 Holdings

Mar 31, 2021

Company Name

  • Amazon Com
  • Apple Inc
  • Alphabet Inc
  • Microsoft Corporation
  • Facebook Inc

Holding

  • 7.2
  • 7.2
  • 5.8
  • 5.5
  • 4.7

Company Name

  • Visa Inc
  • AbbVie Inc
  • Zendesk, Inc.
  • ServiceNow Inc
  • PayPal Holdings
  • Total

Holding

  • 3.0
  • 2.7
  • 2.5
  • 2.4
  • 2.4
  • 43.4%

Manager

Name

William A. Muggia

Leadership

Single Manager

Tenure

2003

Advisor

Westfield Capital Management Company, L.P.

Documents

Prospectus

Fact Sheet

Q2 2020

Annual Reports

Website

Link

Performance

YTD

19.1 %

3 Year

56.22%

5 Year

89.55%

Best

40.23%
2003

Worst

-39.77%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.5% -16.1% 17.9% 2.5% 9.7% -3.3% 3.9% 0.9% 10.9% 15.7% -
Q2 10.4% 27% 3.8% 6.5% 5.1% -2% -2.3% 4.2% 2% -8.5% -
Q3 5.3% 11.3% -0.7% 7.1% 5.2% 6.1% -9.5% -1.2% 8.9% 8.8% -
Q4 - -2.7% -8.6% -17% 4.4% -0.6% 5.2% 6.7% 11.5% 1% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.6% 2.8% 1.3% 6.8% -1.1% 4.5% 1.5% 3.4% 0.4% - - -
2020 2.4% -6.7% -12.2% 14.9% 6.8% 3.4% 6.2% 8.5% -3.4% -2.7% 10.3% -9.3%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    20%37%34%-3%28%6%4%11%32%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
TGVCX 19%15%--5%27%--3%11%37%18%-
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha -1%-22%--1%-1%--7%0%5%5%-

TGVCX Russell 3000

Chart +