Touchstone Small Cap A
Cincinnati, OH 45202
303 Broadway, Suite 1100
Touchstone Funds Group Trust
管理資訊
Stephen M. Goddard,自 2009年9月29日 起的牽頭經辦人
Mr. Stephen M. Goddard is the Founder of The London Company and heads the firm's investment and management teams. He has 35+ years of investment experience, beginning his career as an analyst for Scott & Stringfellow, followed by Senior Portfolio Management positions at CFB Advisory and Flippin, Bruce & Porter.
A CFA charterholder, member of CFA Society Virginia, and a former Board member of the Virginia Asset Management Investment Corporation, Steve earned his B.A. in Economics (Distinguished) from Virginia Military Institute and his MBA (concentration in Finance) from the University of Richmond.
Steve is a member of the Executive Advisory Council (EAC) of the Robins School of Business at the University of Richmond and is a former member of the Virginia Military Institute Foundation Investment Committee.
Steve serves as a Trustee of the VMI Foundation and as a Trustee of the MCV Foundation. He is a Board member of Overseers of the Jackson Hope Fund – Virginia Military Institute and serves as a member of The Community Foundation Investment Committee.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Small Blend
基金家族Touchstone
淨資產254.34M
本年度至今日回報1.52%
收益率0.08%
晨星評級★★★★
成立日期2009年9月29日
基金運作
上次股息0.01
上次資本增益17.00
持股週轉率14.00%
組別平均無
費用與支出
支出TSFAX類別平均
年報支出比率 (淨值)1.25%1.03%
招股書淨支出比率1.25%無
招股書總支出比率1.83%無
最高 12b1 費用無無
最高首次認購費無5.19%
最高遞延銷售費用無1.22%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
