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Morningstar

Touchstone Growth Opportunities A TGVFX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 36.48  /  1.62 %
  • Total Assets 129.3 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 0.01%
  • Turnover 55%

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 10:29 PM 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TGVFX

More TGVFX Holdings
  • Current Portfolio Date
  • Equity Holdings 42
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 48.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.79
12,335,716
Technology

Alphabet Inc Class A

7.43
10,426,229
Communication Services

Microsoft Corp

7.10
9,954,665
Technology

Amazon.com Inc

5.78
8,106,437
Consumer Cyclical

NVIDIA Corp

4.04
5,669,314
Technology

UnitedHealth Group Inc

3.40
4,766,507
Healthcare

Visa Inc Class A

3.04
4,268,466
Financial Services

Eli Lilly and Co

2.99
4,200,185
Healthcare

TransDigm Group Inc

2.82
3,958,491
Industrials

Meta Platforms Inc Class A

2.70
3,791,293
Communication Services