Touchstone Sands Capital Select Growth Fund R6 (TSNRX)

Overview

The fund, managed by Sands Capital Management, LLC, focuses on investing primarily in common stocks of U.S. companies that display a high potential for revenue or earnings growth. Specializing in large capitalization growth companies, the fund targets those with a substantial market presence, holding an average market capitalization often exceeding $25 billion. It adheres to a selective investment approach, opting to invest in 25 to 35 companies to maintain a concentrated portfolio. Operating with a non-diversified status, the fund sets a market capitalization threshold, generally avoiding companies valued at less than $2 billion, ensuring investments are made into established, growth-oriented businesses.

Products and Services

The fund offers a focused investment product guided by defined criteria and objectives:

• Equity Investments in U.S. Companies: At least 80% of the fund's assets are dedicated to acquiring common stocks of American companies expected to outperform in terms of revenue or earnings growth.
• Large Capitalization Growth Company Emphasis: The investment strategy is heavily weighted towards large cap growth entities, with a preference for companies boasting a market capitalization usually above $25 billion.
• Selective Portfolio: Maintaining a concentrated portfolio, the fund limits its holdings to between 25 and 35 companies, focusing on quality over quantity to potentially enhance return on investment.
• Minimum Market Capitalization Criterion: A strategic cut-off at $2 billion in market capitalization ensures the fund's investments are in well-established companies, mitigating certain risks associated with smaller, less stable businesses.
• Non-Diversified Status: Despite its focused investment approach, the fund's non-diversified status allows for significant allocation to its selected stocks, thus potentially magnifying both the risks and rewards.