Touchstone Sands Capital Select Growth Fund Class Y (CFSIX)

18.50
Net Asset Value
-0.91%
1 Day
+0.33%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.01%
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-1.60% 3 years+15.02%
3 months+0.33% 5 years+18.50%
1 year+7.98% Since inception+10.83%
Data through --

Peer Comparisonvs. Large growth

 CFSIXCategory
Performance 5-yr return+18.50%+14.09%
Expense ratio1.01%1.22%
Risk 5 year sharpe ratio1.221.06
Net assets$6.3B$2.8B
Average market cap$49.8B$75.2B
Average P/E30.121.0
Portfolio turnover30%30%

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Fund Management and Purchase Info

Fund familyTouchstone
Fund manager & tenureFrank Sands, Jr. / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock84.14%
International stock13.91%
Cash1.95%
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 Visa8.59%
REGN Regeneron Pharmaceuticals5.14%
CMG Chipotle4.32%
BABA Alibaba Group Holding Ltd4.30%
BIDU Baidu4.14%
BIIB Biogen4.02%
PCLN Priceline3.95%
LNKD LinkedIn3.89%
FB Facebook3.84%
CRM Salesforce.com3.69%

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