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Morningstar

Touchstone Growth Opportunities Instl TGVVX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 35.11  /  0.75 %
  • Total Assets 116.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.30%
  • Turnover 47%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TGVVX

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

People Pillar

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

Summary

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Touchstone Growth Opportunities Instl's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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