Mutual Funds - Profile

Touchstone Large Company Growth Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-adviser’s investment process is designed to highlight companies offering consistent growth at attractive valuations.

Next, the research team uses bottom-up research to identify companies with solid fundamentals, attractive profitability, and successful managements.

The fund has the flexibility to invest up to 20% of its net assets in foreign securities, which may include investments in emerging markets.

Price

  • Last Close
  • $58.02
    +0.07
  • 52 Week HL
  • $61.41 - $45.96
  • Net Assets
  • $262.79 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Microsoft Corp 10.3
Alphabet Inc 9.7
Paypal Holdings 7.5
Adobe Inc 7.4
Amazon.com Inc 7.3
Company Holding
Alibaba Group 6.5
Facebook Inc 4.9
Tencent Holdings 4.8
Visa Inc 4.0
Intuit, Inc 4.0
Total 66.4%

Manager

  • Name
  • Daniel Strickberger
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • DSM Capital Partners LLC

Documents

  • Prospectus
  • Annual Reports

Performance
13.3 % YTD

  • 3 Year
  • 67.75%
  • 5 Year
  • 115.54%
  • Best
  • 38.6%
    2017
  • Worst
  • -5.04%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
DSMLX 16%37%35%-3%28%5%4%11%31%13%1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 3.2% -13.2% 18.3% 1.9% 11% -4.2% 4.5% -1% 9.5% 17.1% -
Q2 12.8% 25.8% 3.5% 6.5% 10.1% -1.9% 1.8% 2.1% 0.3% -5.6% -
Q3 4.5% 10.2% -2.8% 3% 7.3% 8.1% -7% 1.4% 8.5% 6.4% -
Q4 2.4% -5.4% 4.4% -13.5% 5.4% -4.1% 8.6% 7% 13% -0.8% -

Returns +
M

J F M A M J J A S O N D
2021 -0.7% 3.3% 0.7% 7.5% -0.9% 5.9% 1.4% 3.3% -0.2% -4.7% - -
2020 2.4% -6.2% -9.7% 14% 4.2% 5.9% 6% 8.7% -4.4% -1.7% 5.9% -9.2%

Annual Return

Index Comparison

Alpha

NAV