9.8 in Large Growth
U.S. News evaluated 469 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 5 / 5 Stars |
| Lipper | 5 5 4 4 4 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | A+ (Buy) |
Fund Overview
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in common stocks of U.S. companies with above-average potential for revenue and earnings growth. It emphasizes investments in large capitalization growth companies, which are defined as companies with a market capitalization found within the Russell 1000 Index (between $1.3 billion and $283 billion at the time of its most recent reconstitution on May 31, 2010) at the time of purchase. The fund typically owns between 25 and 30 stocks. It is non-diversified.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 24.2% |
| 1 Year | 21.5% |
| 3 Years (Annualized) | 37.8% |
| 5 Years (Annualized) | 10.3% |
| 10 Years (Annualized) |
Fund Opinion
"[Fund managers Frank] Sands’ edge is based on a combination of long-term orientation, which allows them to take advantage of Wall Street’s focus on the short term, accurate models that use reasonable probability-based assumptions, and independent thinking. We also think their process is strongly grounded in common sense, such as a focus on the knowable, e.g., they don’t try to predict near-term interest rates and the success of their approach doesn’t require it."
Litman Gregory 2010-06-30
Performance
The fund has returned 21.54 percent over the past year, 37.76 percent over the past three years, and 10.35 percent over the past five years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.18 | 1.18 |
| Stocks | 96.22 | 96.22 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.6 | 2.6 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 09.30.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 09.30.2011
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Amazon.com Inc | AMZN | 14.41 | 8.82 |
| Apple, Inc. | AAPL | 52.75 | 7.58 |
| Visa, Inc. | V | 17.4 | 7.39 |
| Salesforce.com, Inc. | CRM | 54.92 | 6.71 |
| Qualcomm, Inc. | QCOM | 25.69 | 6.14 |
Fees
Touchstone Sands Capital Institutional Growth Fund has an expense ratio of 0.80 percent.
