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Touchstone Large Company Growth Fund Institutional Class: (MF: DSMLX)
(NASDAQ Mutual Funds) As of Sep 12, 2024 08:00 PM ET
$55.94 USD
+0.61 (1.10%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 22.32 | 8 |
| 3 months | 5.97 | 51 |
| 6 months | 8.38 | 54 |
| 1 Year | 32.03 | 7 |
| 3 Year | 6.16 | 46 |
| 5 Year | 15.69 | 20 |
| 10 Year | 14.05 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 41.97 |
| 5 Year | 16.31 |
| 10 Year | 14.68 |
| Since Inception | 15.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 15.73 | 8.07 | NA | NA |
| 2023 | 9.04 | 7.83 | -1.37 | 15.08 |
| 2022 | -9.99 | -18.01 | -4.32 | 4.25 |
| 2021 | 3.20 | 12.79 | -1.45 | 5.84 |
| 2020 | -13.20 | 25.76 | 10.23 | 7.38 |
| 2019 | 18.28 | 4.55 | -1.56 | 12.14 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 22.32 | 33.46 | -26.39 | 21.42 | 29.21 | 36.52 | -5.08 | 38.59 | -2.57 | 7.49 | 9.77 |
| % Total Return Rel to Index | 2.77 | 7.21 | -8.19 | -7.26 | 10.81 | 5.03 | -0.69 | 16.79 | -14.51 | 6.10 | -3.87 |
| % Total Return Rel to Peer | 7.47 | 10.46 | -6.69 | -0.63 | 9.29 | 8.10 | 1.77 | 17.91 | -10.39 | 9.09 | 1.56 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 1.00 | 3.00 | 1.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.92 | 1.23 | 10.51 | 6.61 | 3.15 | 2.69 | 1.14 | 1.08 | 2.43 | 1.02 |
| Expense Ratio | 0.72 | 0.73 | 0.72 | 0.71 | 0.73 | 0.88 | 0.88 | 0.89 | 0.95 | 0.95 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%