Mutual Funds - Profile

Touchstone Growth Opportunities Fund

US > Multi-Cap > Growth

Rank

Universe Rank

Summary

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

The sub-advisor’s investment process is designed to highlight companies that have the potential for superior growth in earnings over a one- to three-year period.

Next, the research team relies on fundamental analysis to look for companies with attractive valuations and prospects of high future earnings.

The team also evaluates a company’s financial statements, has meetings with management teams, and reviews operations and product development.

Then the manager constructs a diversified portfolio from a list More

Price

  • Last Close
  • $48.59
    -0.07
  • 52 Week HL
  • $51.29 - $37.21
  • Net Assets
  • $174.27 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Amazon Com 7.2
Apple Inc 7.2
Alphabet Inc 5.8
Microsoft Corporation 5.5
Facebook Inc 4.7
Company Holding
Visa Inc 3.0
AbbVie Inc 2.7
Zendesk, Inc. 2.5
ServiceNow Inc 2.4
PayPal Holdings 2.4
Total 43.4%

Manager

  • Name
  • William A. Muggia
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Westfield Capital Management Company, L.P.

Documents

  • Annual Reports

Performance
17.7 % YTD

  • 3 Year
  • 55.19%
  • 5 Year
  • 114.87%
  • Best
  • 38.75%
    2013
  • Worst
  • -7.86%
    2011

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
TGVVX 17%37%34%-3%28%6%4%11%32%13%1%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 2.8% -15.8% 18.3% 2.7% 10% -3.1% 4.2% 1.2% 11.1% 17.7% -
Q2 10.6% 27.3% 4.1% 6.8% 5.4% -1.7% -2% 4.6% 2.3% -8.2% -
Q3 5.5% 11.6% -0.4% 7.3% 5.5% 6.4% -9.2% -0.9% 9.2% 9.2% -
Q4 4.8% 1.6% -3.2% -16.9% 4.7% -0.3% 5.6% 7% 11.8% 1.3% -

Returns +
M

J F M A M J J A S O N D
2021 -1.5% 3.1% 1.2% 6.9% -1% 4.6% 1.6% 3.5% 0.4% -2% - -
2020 2.5% -6.6% -12.1% 15% 6.8% 3.6% 6.3% 8.6% -3.3% -2.6% 10.4% -5.4%

Annual Return

Index Comparison

Alpha

NAV