• Touchstone Growth Opportunities Fund

Touchstone

  • US
  • Multi-Cap
  • Growth
  • Recently Viewed
  • Symbol Price
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    DPDEX 19.69
    DMCCX 9.39
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDSX 51.33

Touchstone Growth Opportunities Fund

TGVVX

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

Price

Last Close

$51.29 ( +0.08 )

52 Week HL

$51.29 - $36.64

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

Prospectus

Summary

Fact Sheet

Q2 2021

Annual Reports

Website

Link

Performance

YTD

20 %

3 Year

77.15%

5 Year

120.47%

Best

38.75%
2013

Worst

-7.86%
2011

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.8% -15.8% 18.3% 2.7% 10% -3.1% 4.2% 1.2% 11.1% 17.7% -
Q2 10.6% 27.3% 4.1% 6.8% 5.4% -1.7% -2% 4.6% 2.3% -8.2% -
Q3 5.5% 11.6% -0.4% 7.3% 5.5% 6.4% -9.2% -0.9% 9.2% 9.2% -
Q4 - 1.6% -3.2% -16.9% 4.7% -0.3% 5.6% 7% 11.8% 1.3% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.5% 3.1% 1.2% 6.9% -1% 4.6% 1.6% 3.5% 0.4% - - -
2020 2.5% -6.6% -12.1% 15% 6.8% 3.6% 6.3% 8.6% -3.3% -2.6% 10.4% -5.4%

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
TGVVX 20%22%22%-4%29%1%-2%12%39%21%-8%
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha -0%-15%-13%-0%1%-5%-6%1%7%8%-9%

TGVVX Russell 3000

Chart +