UK markets open in 5 hours 45 minutes

Touchstone Growth Opportunities Instl (TGVVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
35.80+0.63 (+1.79%)
At close: 08:01PM EST

Touchstone Growth Opportunities Instl

Touchstone Strategic Trust

303 Broadway, Suite 1100

Cincinnati OH 45202

Management information
Ethan J. Meyers,Lead manager since 17 July 2006
Ethan is a Managing Partner and Director of Research at Westfield Capital. As a member of the Investment Committee, he contributes ideas to all of Westfield’s products, with a specific concentration in Business, Financial, and Consumer Services. In 1999, Ethan joined the Westfield team after working as a Research Analyst at Johnson Rice & Company LLC, in New Orleans, LA. A Chartered Financial Analyst, Ethan earned a Bachelor of Science degree from the A.B. Freeman School of Business at Tulane University in 1996. He is a member of the Boston Society of Security Analysts. In addition to spending time with his family, Ethan enjoys guitar, basketball, golf and scuba diving.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
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 assets141.38M
YTD return4.89%
Morningstar rating★★★
Inception date1 Feb 2009

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover65.00%
Average for categoryN/A

Fees and expenses

ExpenseTGVVXCategory average
Annual report expense ratio (net)1.25%0.99%
Prospectus net expense ratio1.25%N/A
Prospectus gross expense ratio1.03%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection314N/A
5-yr expense projection555N/A
10-yr expense projection1,247N/A