Performance
Trailing returns
| 1 day | +0.00% | ||||
| 1 week | +0.23% |
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| 4 week | +4.38% |
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| 3 month | +12.20% |
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| YTD | +10.65% |
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| 1 year | +10.70% |
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| 3 years* | +13.71% |
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| 5 years* | +6.61% |
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| *annualized | |||||
| Best 3 month return | +28.94% | |
| Worst 3 month return | -36.76% |
Morningstar statistics
Morningstar category: Mid-Cap Growth
| Return | Risk | Rating | |
| 3 years | Above Average | Above Average |
 
|
| 5 years | Average | Average |
|
| 10 years | - | - | - |
| Overall | Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 17.91M | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 1.00% | |
| Management fee | - | |
| Fund family | Touchstone |
Asset allocation
| Cash | 0.10% | |
| Stocks | 99.90% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | US$500,000 | |
| Additional | US$50 |
12.880.00(0.00%)
Mar 26, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks capital appreciation. Under normal market conditions, the fund invests primarily in equity securities of "emerging growth companies". Equity securities primarily include common stocks. Although the fund may invest in emerging growth companies of any size, it emphasizes small- and mid-cap companies in its portfolio. For purposes of this fund, small- and mid-cap companies include companies with market values generally within the range of market values of issuers included in the Russell 2500� Growth Index.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Greg Poulos (Started: Jan 31, 2009)
David Cavanaugh (Started: Jan 31, 2009)
Tucker Walsh (Started: Jul 29, 2005)
Greg Poulos (Started: Jan 31, 2009)
David Cavanaugh (Started: Jan 31, 2009)
Tucker Walsh (Started: Jul 29, 2005)
Touchstone, 303 Broadway, Suite 1100, PO Box 5354, Cincinnati, OH 45201-5354, USA
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -2.24 | 0.11 | 1.06 | - | |
| Beta* | 1.09 | 1.19 | 1.11 | - | |
| Mean annual return | 1.01 | 1.38 | 0.70 | - | |
| R-squared* | 80.60 | 82.20 | 84.09 | - | |
| Standard deviation | 12.50 | 20.00 | 22.88 | - | |
| Sharpe ratio | 0.96 | 0.82 | 0.35 | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| iShares Russell 2000 Growth Index | 5.06% | |
| iShares Russell Midcap Growth Index | 5.03% | |
| B/E Aerospace Inc (BEAV) | 2.25% | |
| Affiliated Managers Group Inc (AMG) | 2.17% | |
| Signature Bank (SBNY) | 1.95% | |
| Old Dominion Freight Lines (ODFL) | 1.87% | |
| Trimble Navigation Ltd. (TRMB) | 1.82% | |
| PVH Corp (PVH) | 1.80% | |
| Cooper Companies (COO) | 1.79% | |
| TransDigm Group Inc (TDG) | 1.79% |