9.2 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 1 5 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 4 / 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 that have above-average potential for revenue or earnings growth. It emphasizes investments in large capitalization growth companies. The weighted average market capitalization of these companies is generally in excess of $25 billion, and the fund generally does not invest in companies that have a market capitalization of less than $2 billion. It typically owns between 25-30 stocks. The fund may invest a significant percentage of its assets in the securities of a single company. It is non-diversified.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 23.7% |
| 1 Year | 20.8% |
| 3 Years (Annualized) | 36.9% |
| 5 Years (Annualized) | 9.6% |
| 10 Years (Annualized) | 7.2% |
Performance
The fund has returned 20.79 percent over the past year, 36.94 percent over the past three years, 9.64 percent over the past five years, and 7.20 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 2.86 | 2.86 |
| Stocks | 94.45 | 94.45 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 2.68 | 2.68 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 01.31.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 01.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple, Inc. | AAPL | 52.75 | 7.68 |
| Visa, Inc. | V | 17.4 | 7.33 |
| Salesforce.com, Inc. | CRM | 54.92 | 5.68 |
| Amazon.com Inc | AMZN | 14.41 | 5.56 |
| Google, Inc. Class A | GOOG | 0.16 | 5.19 |
Fees
Touchstone Sands Capital Select Growth Fund has an expense ratio of 1.42 percent.
