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Touchstone Growth Opportunities Instl (TGVVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.35+0.70 (+1.33%)
At close: 06:46PM EDT

Touchstone Growth Opportunities Instl

Cincinnati OH 45202

303 Broadway, Suite 1100

Touchstone Strategic Trust

Management information
William A. Muggia,Lead manager since 17 July 2006
Will joined Westfield Capital Management in April 1994. In addition to his executive duties, he chairs the Investment Committee, serves as Market Strategist and contributes investment ideas primarily within the Health Care and Energy sectors. In 2001, Will was promoted to President and Chief Investment Officer and now oversees all of Westfield's US equity and hedge fund strategies. In this role, Will and his team have grown the firm from $2 billion to $13 billion in assets under management. Prior to joining Westfield, Will worked in the Technology Investment Banking Group at Alex Brown & Sons, where his responsibilities included mergers and acquisitions, restructuring, and spin-offs. Before that, he was a Vice President at Kidder, Peabody & Company. Will graduated from Middlebury College in 1983 and received a Masters in Business Administration from the Harvard Business School in 1992. Will and his family are very active in community service, focusing their efforts on education for underprivileged youth. He is a member of the Board of Directors of SquashBusters and the Advisory Board of The Base.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyTouchstone
Net assets155.65M
YTD return20.17%
Morningstar rating★★★★
Inception date28 Sept 1995

Fund operations

Last dividend0.00
Last cap gain30.00
Holdings turnover55.00%
Average for categoryN/A

Fees and expenses

ExpenseTGVVXCategory average
Annual report expense ratio (net)0.91%0.99%
Prospectus net expense ratio0.91%N/A
Prospectus gross expense ratio1.06%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A