Touchstone Sands Capital Select Growth Fund Class Y (CFSIX)

17.52
Net Asset Value
-0.40%
1 Day
-1.96%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
1.06%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund invests at least 80% of its assets in common stocks of U.S. companies that the sub-advisor 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 30 stocks. It is non-diversified.

Performance

1 month-6.41% 3 years+18.90%
3 months-2.61% 5 years+25.81%
1 year+30.94% Since inception+10.85%
Data through --

Peer Comparisonvs. Large growth

 CFSIXCategory
Performance 5-yr return+25.81%+20.22%
Expense ratio1.06%1.24%
Risk 5 year sharpe ratio1.541.26
Net assets$6.2B$2.5B
Average market cap$49.0B$67.2B
Average P/E34.624.1
Portfolio turnover37%37%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyTouchstone
Fund manager & tenureFrank Sands, Jr. / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock87.77%
International stock10.63%
Cash1.60%
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 Visa, Inc. Class A7.22%
GOOGL Google Inc Class A6.73%
AMZN Amazon.com Inc6.31%
PCLN priceline.com Incorporated5.27%
CRM Salesforce.com, Inc.5.22%
FB Facebook Inc Class A4.48%
BIDU Baidu, Inc. ADR4.42%
CMG Chipotle Mexican Grill, Inc. Class A4.20%
BIIB Biogen Idec Inc3.78%
ALXN Alexion Pharmaceuticals, Inc.3.44%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR. Disclaimer. Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.