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Touchstone Growth Opportunities Instl TGVVX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 52.65  /  −0.64 %
  • Total Assets 156.7 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.01%
  • Turnover 55%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TGVVX

Will TGVVX outperform in future?

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

Strength in Touchstone Growth Opportunities Instl'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

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings TGVVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 56.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.72 15.1 Mil
Technology

Apple Inc

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Technology

Microsoft Corp

8.39 13.1 Mil
Technology

Alphabet Inc Class A

7.26 11.3 Mil
Communication Services

Amazon.com Inc

7.08 11.0 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.40 6.9 Mil
Communication Services

Dreyfus Government Cash Mgmt Instl

3.69 5.7 Mil
Cash and Equivalents

Visa Inc Class A

2.84 4.4 Mil
Financial Services

ServiceNow Inc

2.55 4.0 Mil
Technology

Ascendis Pharma A/S ADR

2.48 3.9 Mil
Healthcare