5 / 5 Stars
5 5 5 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#26 in Large Growth
U.S. News evaluated 468 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 32.51 percent over the past year, 19.57 percent over the past three years, 30.33 percent over the past five years, and 10.07 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.9%|
|3 Years (Annualized)||19.6%|
|5 Years (Annualized)||30.3%|
|10 Years (Annualized)||10.1%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in common stocks of U.S. companies that the sub-advisor believes 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. The fund will typically own between 25 and 30 stocks. It is non-diversified.
Fees are Average compared to funds in the same category.
Touchstone Sands Capital Select Growth Fund has an expense ratio of 1.28 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.