Touchstone Sands Capital Select Growth Fund Class Y (CFSIX)

16.29
Net Asset Value
-0.49%
1 Day
+11.88%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.99%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests- under normal market conditions- at least 80% of its assets in common stocks of U.S. companies that the sub-advisor- Sands Capital Management- LLC- believes have above-average potential for revenue or earnings growth. It emphasizes investments in large capitalization growth companies. The weighted-average market capitalization of these companies is generally in excess of $25 billion- and the fund generally does not invest in companies that have a market capitalization of less than $2 billion. The fund will typically own between 25 and 35 companies. It is non-diversified.

Performance

1 month+2.39% 3 years+10.02%
3 months+0.80% 5 years+14.41%
1 year+31.83% Since inception+10.52%
Data through --

Peer Comparisonvs. Large growth

 CFSIXCategory
Performance 5-yr return+14.41%+13.81%
Expense ratio0.99%1.10%
Risk 5 year sharpe ratio0.921.18
Net assets$2.5B$3.6B
Average market cap$90.3B$149.6B
Average P/E39.327.1
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyTouchstone
Fund manager & tenureFrank Sands / 17 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock86.85%
International stock10.10%
Cash3.05%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Consumer service 19.50%
Healthcare 16.33%
Energy 14.07%
Hardware 11.93%
Financial service 11.12%
Top 10 Holdings
Portfolio weighting
V Visa7.61%
AMZN Amazon7.58%
FB Facebook6.22%
CRM Salesforce.com6.19%
BABA Alibaba Group Holding Ltd5.91%
NOW ServiceNow Inc5.04%
ADBE Adobe4.93%
GOOGL Google4.89%
NFLX Netflix4.63%
BIDU Baidu4.19%