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Touchstone Large Cap Relative Value Inst (TRVIX)

On Feb 9: 10.41 USD  Up 0.15 (1.46%)  
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Profile  As of 31-Jan-10 Get Profile for:
Touchstone Large Cap Relative Value Inst
Touchstone Funds Group Trust 303 Broadway, Suite 1100 Cincinnati, OH 45202
Phone: 800-543-0407
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FUND OVERVIEW
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
MORNINGSTAR STYLE BOX
Large Value
[View Category Definition]
View Top Large Value Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
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.
INVESTMENT INFORMATION
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
TRVIX can be purchased from 9 brokerages.
FUND SUMMARY
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.
FUND OPERATIONS
Last Dividend (31-Dec-09): 0.02
Last Cap Gain N/A
Annual Holdings Turnover N/A
Average for Category: 69.44%
FEES & EXPENSES
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
* Per $10,000 invested


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