Touchstone Large Cap Relative Value Inst

The investment seeks capital appreciation.
The fund invests, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in common stocks of large capitalization U.S. companies. For purposes of the fund, a large capitalization company has a market capitalization within the range of market capitalization represented in the Russell 1000 Value Index (between $298 million and $412 billion as of November 30, 2012) at the time of purchase. The size of the companies in the Russell 1000 Value Index will change with market conditions.

Key stats

Management firm  Touchstone
Domicile  United States
Fund Administrator  Touchstone Advisors Inc
Global Branding Name  Touchstone Investments
Fund Status  OBSOLETE
12 month yield  1.11%
Fund currency  USD
Launch Date  2009-09-30
Obsolete Date  2013-03-26
ISIN  US89155H2985
SEDOL  B4VHDX1
Manager 1 Name  Paul Viera, Jr.
Fund Strategy  Large Blend
Benchmark  Russell 1000 Value TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2013-02-28
Return - 1 Month  0.47%
Return - 2 Months  5.85 %
Return - 3 Months  7.19%
Return - 6 Months  6.36 %
Return - 9 months  12.40 %
Return - 12 Months  5.90%
Annualized return 24 months  2.31 %
Annualized return 36 months  8.64 %
Annualized return since Inception  10.25%
Return YTD  5.85%

Ratings

Morning Star Rating Date   2013-02-28
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Minimum Investment  $500,000
Maximum Managment Charge  0.70 %

Contact

Contact Address  Touchstone
Contact Address 2  303 Broadway, Suite 1100, PO Box 5354
Contact Address 3  Cincinnati, OH 45201-5354
Contact city  Cincinnati
Contact country  United States
Fund Admin Group  Touchstone
Web Address  www.touchstoneinvestments.com
Custodian  Brown Brothers Harriman & Co.

Price

Last Price Date  2013-03-26
Pre-tax nav  13.14

Funds Disclaimer

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Ratings Disclaimer

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