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Summary
- The Touchstone Dynamic Large Cap Growth (Class A Shares, Load Waived) outperformed its benchmark, the Russell 1000 Growth Index, for the quarter ended September 30, 2025.
- Invests primarily in U.S. equity securities of large capitalization companies.
- Employs an adaptive quantitative investment process, the Dynamic Alpha Stock Model® to build equity portfolios that adapt to market conditions.
- Seeks to generate incremental…
Summary
- The Touchstone Dynamic Large Cap Growth (Class A Shares, Load Waived) outperformed its benchmark, the Russell 1000 Growth Index, for the quarter ended September 30, 2025.
- Invests primarily in U.S. equity securities of large capitalization companies.
- Employs an adaptive quantitative investment process, the Dynamic Alpha Stock Model® to build equity portfolios that adapt to market conditions.
- Seeks to generate incremental returns above the benchmark while attempting to control investment risk.
- Fund’s portfolio will typically hold 80-120 securities.
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Market Recap
Global equities continued to drive higher in September, supported by a dovish rate cut from the Federal Reserve (Fed) and improving investor sentiment. Chair Powell’s decision to lower the Federal Funds rate by 25 basis points marked
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Quick Insights
TGVFX outperformed by favoring companies with strong fundamental momentum, higher volatility, and robust management, particularly in Materials, Health Care, and IT sectors.
The Fund has increased IT sector exposure for its strong earnings and management, while reducing Financials due to poor earnings quality and weak fundamental momentum.
Investors should monitor model risk, sector concentration, and volatility, as the Fund uses proprietary quantitative models and may be more exposed to specific risk factors than individual holdings.