2 / 5 Stars
2 2 3 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 464 Large Growth 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 27.68 percent over the past year, 14.04 percent over the past three years, 17.40 percent over the past five years, and 5.83 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.9%|
|3 Years (Annualized)||14.0%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||5.8%|
The investment seeks to provide investors with long-term capital growth. The fund normally invests at least 80% of its assets in equity securities of large-cap companies. For purposes of this fund, large cap companies are those companies with market capitalizations at the time of investment similar to the market capitalizations of companies in the Russell 1000® Growth Index. The size of the companies in the Russell 1000® Growth Index will change with market conditions. Equity securities include common and preferred stocks and American Depositary Receipts ("ADRs"). It is non-diversified.
Fees are Average compared to funds in the same category.
Touchstone Capital Growth Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.