Touchstone Sands Capital Institutional Growth Fund
Data updated: 2020-11-25
C000003875 — Touchstone Sands Capital Institutional Growth Fund. United States Growth Equity · $2.32B AUM. Holdings, fees, performance and SEC filings.
C000003875 Fund Overview
Touchstone Sands Capital Institutional Growth Fund is a US mutual fund managed by Touchstone Institutional Funds Trust, categorised as United States Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Touchstone Institutional Funds Trust
- Category: United States Growth Equity
- Assets under management: $2.32B
- 1-year return: 59.2%
- SEC CIK: 0001174490
- SEC series ID: S000001455
- Share class ID: C000003875
C000003875 Investment Objective and Strategy
Touchstone Sands Capital Institutional Growth Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Touchstone Institutional Funds Trust.
Investment objective
The Touchstone Sands Capital Institutional Growth Fund (the Fund) seeks long-term capital appreciation.
Principal investment strategy
The Fund invests, under normal market conditions, at least 80% of its assets in common stocks of U.S. companies that the sub-advisor, Sands Capital Management, LLC (Sands Capital or Sub-Advisor), believes have above-average potential for revenue and earnings growth. This is a non-fundamental investment policy that the Fund can change upon 60 days prior notice to shareholders. The Fund emphasizes investments in large capitalization growth companies. The weighted-average market capitalization of these companies is generally in excess of $25 billion, and the Fund generally does not invest in companies that have a market capitalization of less than $2 billion. The Fund will typically own between 25 and 35 companies. The Fund is non-diversified and may invest a significant percentage of its assets in the securities of a single company.
The Fund may invest a high percentage of its assets in specific sectors of the market in order to achieve a potentially greater investment return. Sands Capital generally seeks to invest in stocks with sustainable above average earnings growth, and with capital appreciation potential. Sands Capital generally considers selling a security when it no longer meets its investment criteria, when the issues causing such problems are not solvable within an acceptable time frame, or when other opportunities appear more attractive.
C000003875 Performance
Total returns for C000003875 (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 59.2% |
C000003875 Risk Information
Risk metrics for C000003875, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 23.7%
C000003875 Costs and Fees
C000003875 costs about $82 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.82%
- Gross expense ratio: 0.82%
- Portfolio turnover: 25%
- Brokerage commissions: 0.81 bps of average net assets (SEC N-CEN)
C000003875 Cashflows
Over the 12 months to 2020-09, Touchstone Sands Capital Institutional Growth Fund had net outflows of $171.12M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2020-09 | −$25.61M |
| 2020-08 | −$13.18M |
| 2020-07 | −$4.73M |
| 2020-06 | −$10.71M |
| 2020-05 | $10.12M |
| 2020-04 | $5.89M |
C000003875 Debt Constituents
No individual debt constituents are reported in Touchstone Sands Capital Institutional Growth Fund's latest SEC N-PORT filing.
C000003875 Prospectus and SEC Filings
Official Touchstone Sands Capital Institutional Growth Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2020-05-15
- Prospectus (485BPOS) — filed 2019-05-14
- Prospectus (485BPOS) — filed 2018-05-18
- Portfolio holdings (N-PORT) — filed 2020-11-25
- Portfolio holdings (N-PORT) — filed 2020-08-26
- Portfolio holdings (N-PORT) — filed 2020-05-29
- Annual census (N-CEN) — filed 2020-03-09
- Annual census (N-CEN) — filed 2019-03-11
Related Funds
Other United States Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.