3 / 5 Stars
4 2 5 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#223 in Large Growth
U.S. News evaluated 473 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 5.47 percent over the past year, 12.32 percent over the past three years, 2.56 percent over the past five years, and 8.56 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.7%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||2.6%|
|10 Years (Annualized)||8.6%|
The investment seeks long-term growth of capital. The fund normally will invest at least 80% of its assets in common stocks of large cap U.S. companies. A large cap company has a market capitalization found within the Russell 1000 Index at the time of purchase. The size of the companies in the Russell 1000 Index will change with market conditions. It may invest up to 10% of its total assets in the securities of one company. The fund's investments may include companies in the technology sector. It is non-diversified.
Fees are Average compared to funds in the same category.
Touchstone Large Cap Growth Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.