Touchstone Mazama Instl Grth
303 Broadway Suite 1100 Cincinnati OH 45202
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Phone: 800-543-0407
| Category: | Mid-Cap Growth | | Fund Family: | Constellation | | Net Assets: | 17.66M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jan-08 |
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Gretchen Novak
Lead Manager since
30-Jan-08 | | | Novak is an associate portfolio manager with Mazama, her employer since 1999. Prior to that, she was an equity analyst with Cramer Rosenthal McGlynn, LLC in New York. Novak is responsible for researching small & mid cap growth consumer discretionary and consumer staple companies. Novak holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing primarily in common stocks of companies with market capitalizations found within the Russell Midcap Growth index and that the fund's Sub-Advisor, Mazama, believes possess superior growth characteristics. It invests at least 80% of net assets (plus the amount of any borrowings for investment purposes) in common stocks of companies with market capitalizations found within the Russell Midcap Growth index at the time of purchase. |
| Last Dividend
(30-Jun-08):
| 0.01 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 117.59% |
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| Expense | TMIGX | Category
Avg | | Total Expense Ratio: | %
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$312 | $701 | | 5 Yr Expense Projection*: |
$N/A | $1,080 | | 10 Yr Expense Projection*: |
$N/A | $2,122 |
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1.49% Nasdaq 
0.27%
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