Growth Opportunities Fund Quote

TGVYX Fund  USD 53.34  0.46  0.86%   

Performance

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Odds Of Distress

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Growth Opportunities is trading at 53.34 as of the 26th of February 2025; that is 0.86% down since the beginning of the trading day. The fund's open price was 53.8. Growth Opportunities has about a 23 % 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 27th of January 2025 and ending today, the 26th of February 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

  0.79TVOYX Touchstone Small CapPairCorr
  0.79TEGAX Mid Cap GrowthPairCorr
  0.63TEGIX Mid Cap GrowthPairCorr
  0.78TEGYX Mid Cap GrowthPairCorr
  0.83SAGWX Sentinel Small PanyPairCorr

Moving against Growth Mutual Fund

  0.41SSSGX Sentinel Low DurationPairCorr

Growth Mutual Fund Highlights

Fund ConcentrationTouchstone Funds, Large Growth Funds, Large Growth, Touchstone, Large Growth, Large Growth (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Growth Opportunities Fund [TGVYX] is traded in USA and was established 26th of February 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 15.23%.
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
GOOGAlphabet Inc Class CStockCommunication Services
UNHUnitedHealth Group IncorporatedStockHealth Care
BAThe BoeingStockIndustrials
GOOGLAlphabet Inc Class AStockCommunication Services
VRTXVertex PharmaceuticalsStockHealth Care
VVisa Class AStockFinancials
PYPLPayPal HoldingsStockFinancials
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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.
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