5 / 5 Stars
5 5 3 4 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#35 in Large Growth
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 31.91 percent over the past year, 18.86 percent over the past three years, and 25.09 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.4%|
|3 Years (Annualized)||18.9%|
|5 Years (Annualized)||25.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in common stocks of U.S. companies believed to have above-average potential for revenue and earnings growth. The fund emphasizes investments in large capitalization growth companies. For purposes of this Fund, large capitalization companies are defined as companies with a market capitalization found within the Russell 1000 Index (between approximately $1.01 billion and $494 billion as of February 28, 2014) at the time of purchase. It is non-diversified.
Fees are Average compared to funds in the same category.
Touchstone Sands Capital Institutional Growth Fund has an expense ratio of 0.80 percent.
Risk is High compared to funds in the same category according to Morningstar.