1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.59 percent over the past year, 8.81 percent over the past three years, and 16.43 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||16.4%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund is a "fund-of-funds," which seeks to achieve its investment goal by primarily investing in a diversified portfolio of affiliated underlying equity and fixed-income funds (although a portion of its assets may be invested in cash, cash equivalents, or in money market funds). These affiliated underlying funds, in turn, invest in a variety of U.S. and foreign equity and fixed-income securities. It expects to allocate 90-100% of its assets in equity funds, and 0-10% of its assets in fixed-income funds. The fund may invest between 0-45% of its assets in any individual underlying fund.
Fees are Average compared to funds in the same category.
Touchstone Growth Allocation Fund has an expense ratio of 0.39 percent.
Risk is Average compared to funds in the same category according to Morningstar.