Growth Opportunities Fund Quote

TGVCX Fund  USD 52.14  0.38  0.72%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Growth Opportunities is trading at 52.14 as of the 28th of November 2024; that is 0.72 percent decrease since the beginning of the trading day. The fund's open price was 52.52. Growth Opportunities has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Growth Opportunities Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests primarily in stocks of domestic growth companies that the sub-advisor believes have a demonstrated record of achievement with excellent prospects for earnings growth over a one- to three-year period. In choosing securities, Westfield looks for companies that the sub-advisor believes are reasonably priced with high forecasted earnings potential. More on Growth Opportunities Fund

Moving together with GROWTH Mutual Fund

  0.9TVOYX Touchstone Small CapPairCorr
  0.9SAGWX Sentinel Small PanyPairCorr
  0.93TFCCX Touchstone Large CapPairCorr
  0.99SCSCX Sentinel Mon StockPairCorr
  0.9SEBLX Sentinel BalancedPairCorr

Moving against GROWTH Mutual Fund

  0.5FFSAX Touchstone FlexiblePairCorr
  0.39TOHAX Ohio Tax FreePairCorr
  0.34TOHIX Touchstone Ohio TaxPairCorr

GROWTH Mutual Fund Highlights

Fund ConcentrationTouchstone Funds, Large Growth Funds, Large Growth, Touchstone (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Growth Opportunities Fund [TGVCX] is traded in USA and was established 28th of November 2024. Growth Opportunities is listed under Touchstone category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Touchstone family. This fund at this time has accumulated 140.19 M in assets with no minimum investment requirementsGrowth Opportunities is currently producing year-to-date (YTD) return of 29.96%, while the total return for the last 3 years was 9.76%.
Check Growth Opportunities Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on GROWTH Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding GROWTH Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Growth Opportunities Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Growth Opportunities Fund Mutual Fund Constituents

UNPUnion PacificStockIndustrials
BIOBio Rad LaboratoriesStockHealth Care
UNHUnitedHealth Group IncorporatedStockHealth Care
GOOGAlphabet Inc Class CStockCommunication Services
BAThe BoeingStockIndustrials
GOOGLAlphabet Inc Class AStockCommunication Services
ZENZendeskStockInformation Technology
VRTXVertex PharmaceuticalsStockHealth Care
More Details

Growth Opportunities Risk Profiles

Growth Opportunities Against Markets

Other Information on Investing in GROWTH Mutual Fund

Growth Opportunities financial ratios help investors to determine whether GROWTH Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in GROWTH with respect to the benefits of owning Growth Opportunities security.
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Transaction History
View history of all your transactions and understand their impact on performance
Equity Valuation
Check real value of public entities based on technical and fundamental data