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Morningstar

Touchstone Growth Opportunities C TGVCX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 38.97  /  0.71 %
  • Total Assets 134.9 Mil
  • Adj. Expense Ratio
    2.010%
  • Expense Ratio 2.010%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 55%

USD | NAV as of Dec 05, 2023 | 1-Day Return as of Dec 05, 2023, 1:30 AM GMT+0

Morningstar’s Analysis TGVCX

Will TGVCX 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 TGVCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TGVCX 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 TGVCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Touchstone Growth Opportunities C'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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TGVCX

More TGVCX Holdings
  • Current Portfolio Date
  • Equity Holdings 43
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

7.74
9,823,006
Communication Services

Apple Inc

7.38
9,366,728
Technology

Microsoft Corp

6.67
8,464,626
Technology

Amazon.com Inc

5.71
7,247,493
Consumer Cyclical

NVIDIA Corp

5.21
6,617,068
Technology

UnitedHealth Group Inc

3.79
4,808,964
Healthcare

Visa Inc Class A

3.42
4,348,569
Financial Services

Meta Platforms Inc Class A

3.34
4,247,371
Communication Services

Dreyfus Government Cash Mgmt Instl

3.06
3,887,805
Cash and Equivalents

Costco Wholesale Corp

2.62
3,321,400
Consumer Defensive