Skip to Content
Morningstar

Touchstone Growth Opportunities A TGVFX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 44.70  /  −1.82 %
  • Total Assets 142.4 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 55%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 1:28 AM GMT+0

Morningstar’s Analysis TGVFX

Will TGVFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TGVFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TGVFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TGVFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Touchstone Growth Opportunities A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TGVFX

More TGVFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.51 11.3 Mil
Technology

Alphabet Inc Class A

7.26 9.6 Mil
Communication Services

Apple Inc

7.05 9.4 Mil
Technology

Amazon.com Inc

6.00 8.0 Mil
Consumer Cyclical

NVIDIA Corp

4.70 6.2 Mil
Technology

Meta Platforms Inc Class A

3.73 5.0 Mil
Communication Services

UnitedHealth Group Inc

3.47 4.6 Mil
Healthcare

Visa Inc Class A

3.40 4.5 Mil
Financial Services

ServiceNow Inc

2.76 3.7 Mil
Technology

Dreyfus Government Cash Mgmt Instl

2.71 3.6 Mil
Cash and Equivalents