Growth Opportunities Fund Quote
TGVYX Fund | USD 50.18 0.24 0.48% |
PerformanceVery Weak
| Odds Of DistressLow
|
Growth Opportunities is trading at 50.18 as of the 23rd of March 2025; that is 0.48% up since the beginning of the trading day. The fund's open price was 49.94. Growth Opportunities has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. 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
0.9 | TVOYX | Touchstone Small Cap | PairCorr |
0.94 | TEGAX | Mid Cap Growth | PairCorr |
0.93 | TEGIX | Mid Cap Growth | PairCorr |
0.93 | TEGYX | Mid Cap Growth | PairCorr |
0.92 | SAGWX | Sentinel Small Pany | PairCorr |
Moving against Growth Mutual Fund
Growth Mutual Fund Highlights
Fund Concentration | Touchstone Funds, Large Growth Funds, Large Growth, Touchstone, Large Growth, Large Growth (View all Sectors) |
Update Date | 31st of March 2025 |
Expense Ratio Date | 29th of July 2022 |
Fiscal Year End | March |
Growth Opportunities Fund [TGVYX] is traded in USA and was established 23rd of March 2025. 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 minimum initial investment of 2.5 K. Growth Opportunities is currently producing year-to-date (YTD) return of 0.24%, while the total return for the last 3 years was 14.29%.
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
UNP | Union Pacific | Stock | Industrials | |
GOOG | Alphabet Inc Class C | Stock | Communication Services | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
BA | The Boeing | Stock | Industrials | |
GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
V | Visa Class A | Stock | Financials | |
PYPL | PayPal Holdings | Stock | Financials |
Growth Opportunities Risk Profiles
Mean Deviation | 1.14 | |||
Standard Deviation | 1.45 | |||
Variance | 2.1 | |||
Risk Adjusted Performance | (0.09) |
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.
Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
FinTech Suite Use AI to screen and filter profitable investment opportunities |