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Morningstar

Touchstone Growth Opportunities Y TGVYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 34.98  /  1.80 %
  • Total Assets 117.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.21%
  • Turnover 47%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:27 PM GMT+00:00

Morningstar’s Analysis TGVYX

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

People Pillar

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

Summary

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Touchstone Growth Opportunities Y's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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