Morningstar

Touchstone Dynamic Large Cap Growth Fund Class I TGVVX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $59.84  /  +1.05 %
  • Fund Size $162.9M
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 176%
NAV and 1-Day Return as of

Morningstar’s Analysis TGVVX

Will TGVVX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TGVVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TGVVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TGVVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Dynamic Large Cap Growth I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TGVVX

More TGVVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.44 26M
Technology

Microsoft Corp

7.94 13M
Technology

Apple Inc

6.61 11M
Technology

Alphabet Inc Class A

5.27 9M
Communication Services

Alphabet Inc Class C

4.04 7M
Communication Services

Broadcom Inc

3.69 6M
Technology

Eli Lilly and Co

3.54 6M
Healthcare

Micron Technology Inc

3.45 6M
Technology

Meta Platforms Inc Class A

2.18 4M
Communication Services

EMCOR Group Inc

2.04 3M
Industrials

Sponsor Center