Touchstone Sands Capital Select Growth Fund Class Y (CFSIX)
| Fund Assets | 2.37B |
| Expense Ratio | 0.87% |
| Min. Investment | $2,500 |
| Turnover | 41.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 20.98 |
| YTD Return | 17.04% |
| 1-Year Return | 28.84% |
| 5-Year Return | 48.10% |
| 52-Week Low | 14.32 |
| 52-Week High | 20.98 |
| Beta (5Y) | 1.41 |
| Holdings | 29 |
| Inception Date | Aug 27, 2004 |
About CFSIX
The fund invests, under normal market conditions, at least 80% of its assets in common stocks of U.S. companies that the sub-adviser, Sands Capital Management, LLC, 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 35 companies. It is non-diversified.
Performance
CFSIX had a total return of 28.84% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.19%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| FLGEX | Fidelity | Fidelity Large Cap Growth Enhanced Index Fund | 0.39% |
| FBCGX | Fidelity | Fidelity Blue Chip Growth K6 Fund | 0.46% |
| FHOFX | Fidelity | Fidelity Series Large Cap Growth Index Fund | n/a |
| LGILX | Schwab | Schwab Select Large Cap Growth Fund | 0.75% |
| FBGRX | Fidelity | Fidelity Blue Chip Growth Fund | 0.69% |
Top 10 Holdings
56.65% of assets| Name | Symbol | Weight |
|---|---|---|
| Amazon.com, Inc. | AMZN | 9.22% |
| NVIDIA Corporation | NVDA | 8.47% |
| Meta Platforms, Inc. | META | 7.01% |
| Microsoft Corporation | MSFT | 6.59% |
| Dreyfus Government Cash Management Fund | DGCXX | 4.63% |
| Spotify Technology S.A. | SPOT | 4.53% |
| Sea Limited | SE | 4.36% |
| ServiceNow, Inc. | NOW | 4.03% |
| Netflix, Inc. | NFLX | 3.99% |
| Shopify Inc. | SHOP | 3.82% |