1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 330 Large Value 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 18.39 percent over the past year, and 7.08 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.6%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in equity securities. Equity securities include common stock, preferred stock, convertible bonds and warrants. It may invest in companies of any size in seeking to achieve its investment goal. The fund will generally hold 25 to 35 securities with residual cash and equivalents typically expected to represent less than 10% of the fund's net assets. It is non-diversified.
Fees are Low compared to funds in the same category.
Touchstone Focused Equity Fund has an expense ratio of 1.95 percent.
Risk is High compared to funds in the same category according to Morningstar.