Touchstone Large Cap Growth Fund Sub-Advised by: Navellier & Associates Inc.


The Fund seeks long-term growth of capital by investing primarily in common stocks of large-cap U.S. companies.

Investment Style

  • Seeks to identify inefficiently priced stocks believed to have strong appreciation potential using a three-step process
  • Utilizes a disciplined quantitative, objective, bottom-up stock selection process to identify stocks with above average return potential
  • Applies fundamental criteria such as earnings growth, profit margins, reasonable price/earnings ratios based on expected future earnings to the stocks identified with above average return potential
  • Selects and weights stocks according to a disciplined methodology
  • Monitors and adjusts the criteria and their relative weights based upon the current financial markets
The Fund invests in equities which are subject to market volatility and loss. The Fund invests in stocks of large-cap companies which may be unable to respond quickly to new competitive challenges. The Fund invests in stocks of mid-cap companies which may be subject to more erratic market movements than stocks of larger, more established companies. The Fund invests in growth stocks which may be more volatile than investing in other stocks and may underperform when value investing is in favor. The Fund may experience higher portfolio turnover which may lead to increased fund expenses, lower investment returns and higher short-term capital gains taxable to shareholders. The Fund may focus its investments in specific sectors and therefore be susceptible to positive or negative developments in the sector which may increase the Fund's volatility and magnify its effects on total return. The Fund is non-diversified, which means that it may invest a greater percentage of its assets in the securities of a limited number of issuers and may be subject to greater risks. Current and future portfolio holdings are subject to risk. The advisor engages the sub-advisor to manage the Fund's portfolio; the sub-advisor's judgment may impact the Fund's performance.

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Select Share Class:A B C Y

Fund Facts

A Shares
Portfolio Turnover Rate192%
Total Annual Fund Operating Expense Ratio21.29%
Net Annual Fund Operating Expense Ratio21.25%
Total Net Assets as of 12/31/2014$271,931,424
Inception Date12/19/1997
Fiscal Year EndMarch 31st
BenchmarkRussell 1000® Growth Index3
Prospectus Date7/30/2014

1 Annualized as of 3/31/2014

2 Touchstone Advisors has contractually agreed to waive a portion of its fees and/or reimburse certain Fund expenses in order to limit annual fund operating expenses to 1.25% for Class A Shares, 2.00% for Class C Shares and 0.99% for Class Y Shares. These expense limitations will remain in effect until at least 07/29/15.

3 The Russell 1000® Growth Index measures the performance of those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. Investing in an index is not possible.

All Russell® Indices are trademarks/service marks of the Frank Russell Company. Russell is a trademark of the Frank Russell Company. The Frank Russell Company (FRC) is the source and owner of the data contained or reflected in this material and all trademarks and copyrights related thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Touchstone Investments presentation of the data, and FRC is not responsible for the formatting or configuration of this material or for any inaccuracy in the presentation thereof.

Please consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one at or call Touchstone at 800.638.8194. Please read the prospectus and/or summary prospectus carefully before investing.

Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost.