Morningstar® Investment Profile™   Morningstar®
Disclosure
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Touchstone VST Common Stock
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2022-05-31
Out of 1221
Large Blend Funds
Morningstar®
Style Box™
What is this?
As of 2022-03-31
Total Fund Assets ($ Mil)
212.77
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks to provide investors with capital appreciation.
The fund invests at least 80% of its assets in large capitalization equity securities. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will generally hold 25 to 45 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It may invest up to 35% of its assets in securities of foreign issuers through the use of ordinary shares or depositary receipts such as ADRs. The fund may also invest in securities of emerging market countries. It is non-diversified.
  Morningstar Category: Large Blend
Large-blend portfolios are fairly representative of the overall US stock market in size, growth rates and price. Stocks in the top 70% of the capitalization of the US equity market are defined as large cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios tend to invest across the spectrum of US industries, and owing to their broad exposure, the portfolios' returns are often similar to those of the S&P 500 Index. 
  Investment Risks
Non-Diversified Funds: Funds that invest more of their assets in a single issuer involve additional risks, including share price fluctuations, because of the increased concentration of investments.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 99.1
Bullet Non-U.S. Stocks Non-U.S. Stocks 0.8
Bullet Bonds Bonds 0.0
Bullet Cash Cash 0.1
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2022-03-31
Morningstar Equity Sectors
% of Stocks
Cyclical 29.23
Basic Materials 1.55
Consumer Cyclical 10.73
Financial Services 14.60
Real Estate 2.35
Sensitive 52.72
Communication Services 15.04
Energy 2.91
Industrials 8.68
Technology 26.09
Defensive 18.05
Consumer Defensive 3.48
Healthcare 14.57
Utilities 0.00
Data through 2022-03-31
Holding Status
Total Number of Stock Holdings 45
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 47.54
Turnover % (as of 2021-12-31) 6.00
30 Day SEC Yield % 0.00
Top Holdings
Sector P/E % of Net
Assets
Microsoft Corp 28.38 8.57
Apple Inc 24.20 7.01
Alphabet Inc Class C 20.63 5.99
Amazon.com Inc 57.99 5.43
Berkshire Hathaway Inc Class B 8.54 4.76
Meta Platforms Inc Class A 14.68 3.44
UnitedHealth Group Inc 27.19 3.37
Johnson & Johnson 24.20 3.07
Raytheon Technologies Corp 33.85 2.95
Bristol-Myers Squibb Co 26.76 2.95
Data through 2022-03-31
  Principal Risks   
Foreign Securities, Loss of Money, Not FDIC Insured, Nondiversification, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Management
Show Risk Definitions
  Other Information
Inception Date: 2000-11-30
Portfolio Manager(s)
James E. Wilhelm   (2017-10-30)
James E. Wilhelm, Jr, is a managing director and senior portfolio manager of the Focused Equity and Large Cap Focused Equity investment strategies and is responsible for the investment process and portfolio construction. He has research sector coverage for consumer staples and consumer discretionary and also manages a team of senior research analysts and a product specialist. Wilhelm joined the firm in 2002 and started the Focused Equity strategy in 2007. Prior to Fort Washington, he served as an equity research analyst for Riggs Investment Management Corp. and First Union Securities. Previously he worked for Evergreen Funds and Salomon Smith Barney. Wilhelm earned a bachelor’s degree in business administration from Wingate University and an MBA in finance from Johns Hopkins University.
Investment Advisor(s)
Touchstone Advisors Inc
Issuer
Touchstone
Subadvisor(s)
Fort Washington Investment Advisors Inc
Show Data Definitions

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