Mutual Fund Insights: Touchstone Large Cap Core Equity C Fund (TENCX)

In-depth Analysis of Touchstone Large Cap Core Equity C Fund (TENCX)

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See Touchstone Large Cap Core Equity C Fund (TENCX) performance details as of February 28, 2010

  

Last Trade: $8.55 on 3/19/2010, Change: -0.02 (-0.23%)

Experiment our closing price forecasting tool for Touchstone Large Cap Core Equity C Fund (TENCX) (alpha release)

  

Fund Manager - John J. White

Fund Manager Tenure: 7.2 years   [Similar Funds: TENAX ]
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

John J. White is a native of Long Island, NY, where John J. White started his investment career with Metropolitan Life Insurance Company as an equity analyst until 1987, then moved to Smith Barney where John J. White was an equity strategist until 1994. John J. White served as Director of Research for Wachovia Securities in Charlotte prior to joining Todd Investment Advisors in 2002. John J. White is an active member of the Louisville Society of Financial Analysts, the CFA Institute, and a board member of the Kentucky Association for Corporate Growth.  Get more insights on John J. White

  

 What we like about Touchstone Large Cap Core Equity C Fund (TENCX)

Data for Touchstone Large Cap Core Equity C Fund (TENCX) as of February 28, 2010

• Touchstone Large Cap Core Equity C Fund (TENCX) management has been with Touchstone Large Cap Core Equity C Fund for 7.2 years
• Touchstone Large Cap Core Equity C Fund (TENCX) has good mid-term performance (3-year return -6.17% vs -5.77 % Large Blend category average)
• Touchstone Large Cap Core Equity C Fund (TENCX) ratio of up-years vs down years is greater than 2
• Touchstone Large Cap Core Equity C Fund (TENCX) has an annual stock turnover rate of 51.00% vs Large Blend average of 79.86%. It is good that Touchstone Large Cap Core Equity C management does not trade extensively for its return.
• Touchstone Large Cap Core Equity C Fund (TENCX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.63, lower than category average of 20.62

  

 What we are cautious about Touchstone Large Cap Core Equity C Fund (TENCX)

Data for Touchstone Large Cap Core Equity C Fund (TENCX) as of February 28, 2010

• Touchstone Large Cap Core Equity C Fund (TENCX) has a less-than-ideal short-term performance (1-year return 47.46% vs 53.54 % Large Blend category average)
• Touchstone Large Cap Core Equity C Fund (TENCX) has a less-than-ideal Long-term performance (5-year return -0.68% vs 0.31 % Large Blend category average)
• Touchstone Large Cap Core Equity C Fund (TENCX) has a Morningstar rating of 3 and below
• Touchstone Large Cap Core Equity C Fund (TENCX) is less safe compared to its Large Blend peers
• Touchstone Large Cap Core Equity C Fund (TENCX) does not have a good risk adjusted return as its 3-year Alpha of -0.78 is worse than category average of 0.06, and its 3-year Sharpe ratio is -0.32
• Touchstone Large Cap Core Equity C Fund (TENCX) has a higher management fee of 1.90% than its Large Blend average of 1.11%
• Touchstone Large Cap Core Equity C Fund (TENCX) carries a 1% load

See Touchstone Large Cap Core Equity C Fund (TENCX) performance details as of February 28, 2010

  

  

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Touchstone Large Cap Core Equity C Fund (TENCX) Net Asset

Track net asset change of Touchstone Large Cap Core Equity C fund (TENCX)

Date	Net Asset
02/2010	$50.41M
01/2010	$1.94M
11/2009	$2.02M

More historic net asset information on Touchstone Large Cap Core Equity C Fund (TENCX)

  

Touchstone Large Cap Core Equity C Fund (TENCX) Portfolio Allocation

Track portfolio allocation change of Touchstone Large Cap Core Equity C fund (TENCX)

Date	Cash	Stock	Bond	Other
09/2009	1.85%	98.15%	0%	0%
06/2009	1.81%	98.19%	0%	0%
03/2009	1.27%	98.73%	0%	0%

Click here to see more historic asset allocation information on Touchstone Large Cap Core Equity C Fund (TENCX)

  

Most Recent Top 10 Holdings in Touchstone Large Cap Core Equity C Fund (TENCX)

Discover what Touchstone Large Cap Core Equity C Fund (TENCX) manager is buying

30-Sep-09 Microsoft Corporation [3.23%] PHILIP MORRIS INTL [3.22%] UNITED TECH [3.08%] A F L A C INC [3.01%] Cisco Systems, Inc. [2.94%] MARATHON OIL CORP [2.89%] GOLDMAN SACHS GRP [2.85%] QUALCOMM Incorporated [2.57%] TARGET CP [2.54%] NOVARTIS AG ADS [2.39%]

30-Jun-09 Microsoft Corporation [3.39%] PHILIP MORRIS INTL [3.31%] MARATHON OIL CORP [3.12%] UNITED TECH [3.01%] QUALCOMM Incorporated [2.97%] WELLPOINT INC. [2.7%] Cisco Systems, Inc. [2.67%] GOLDMAN SACHS GRP [2.61%] DOMINION RES NEW [2.6%] LABORATORY CORP NEW [2.59%]

31-Mar-09 BEST BUY CO INC [3.49%] MARATHON OIL CORP [3.18%] PHILIP MORRIS INTL [3.14%] Microsoft Corporation [3.06%] CHEVRON CORP [3.01%] QUALCOMM Incorporated [2.98%] TARGET CP [2.92%] UNITED TECH [2.9%] DOMINION RES NEW [2.81%] Cisco Systems, Inc. [2.8%]

Click here for Stock Holding Change Map in Touchstone Large Cap Core Equity C Fund (TENCX)

  

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See more information on Touchstone Large Cap Core Equity C Fund (TENCX)

• Touchstone Large Cap Core Equity C Fund Insights
• Touchstone Large Cap Core Equity C Fund Performance Data
• Touchstone Large Cap Core Equity C Fund News
• Touchstone Large Cap Core Equity C Fund Score Explaination
• Touchstone Large Cap Core Equity C Fund Manager Information
• Historic Touchstone Large Cap Core Equity C Fund Asset Allocation Report
• Historic Touchstone Large Cap Core Equity C Fund Top 10 Holding Tracking
• Historic Touchstone Large Cap Core Equity C Fund Asset Under Management Tracking