| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
2
4
1
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 13.67 percent over the past year, 9.58 percent over the past three years, and 2.34 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.8% |
| 1 Year | 13.7% |
| 3 Years (Annualized) | 9.6% |
| 5 Years (Annualized) | 2.3% |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are Average compared to funds in the same category.
Touchstone Growth Allocation Fund has an expense ratio of 0.39 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
