Touchstone Large Cap Relative Value Inst Touchstone Funds Group Trust 303 Broadway, Suite 1100 Cincinnati, OH 45202
Phone: 800-543-0407
| Category: |
Large Value |
| Fund Family: |
Touchstone |
| Net Assets: |
2.81M |
| Year-to-Date Return: |
-2.81% |
| Yield: |
% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
30-Sep-09 |
|
Paul E. Viera
Lead Manager since
01-Oct-09 |
|
| Viera is the founder of Earnest Partners. Prior to joining EARNEST, he served as a global partner and portfolio manager with INVESCO Capital Management from 1991 to 1998. Previously, Viera was a vice president at Bankers Trust in both New York and London. He is a member of the Atlanta Society of Financial Analysts. |
| Min Initial Investment: |
$500,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks capital appreciation. The fund invests at least 80% of net assets (including borrowings for investment purposes) in common stocks of large capitalization U.S. companies, which have a market capitalization within the range of market capitalization represented in the Russell 1000 index. |
| Last Dividend
(31-Dec-09):
|
0.02 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
69.44% |
|
| Expense |
TRVIX |
Category Avg |
| Total Expense Ratio: |
0.79%
|
1.28% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.46% |
| Max Deferred Sales Load: |
%
|
2.65% |
| 3 Yr Expense Projection*: |
$718 |
$599 |
| 5 Yr Expense Projection*: |
$N/A |
$934 |
| 10 Yr Expense Projection*: |
$N/A |
$1,838 |
|
|