Growth Opportunities Fund Quote

TGVFX Fund  USD 53.01  0.11  0.21%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Growth Opportunities is trading at 53.01 as of the 26th of November 2024; that is 0.21% up since the beginning of the trading day. The fund's open price was 52.9. Growth Opportunities has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Growth Opportunities Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. 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

  0.93TVOYX Touchstone Small CapPairCorr
  0.97TEGAX Mid Cap GrowthPairCorr
  0.97TEGIX Mid Cap GrowthPairCorr
  0.97TEGYX Mid Cap GrowthPairCorr
  0.9SAGWX Sentinel Small PanyPairCorr

Moving against Growth Mutual Fund

  0.63FRACX Touchstone FlexiblePairCorr

Growth Mutual Fund Highlights

Fund ConcentrationTouchstone Funds, Large Growth Funds, Large Growth, Touchstone, Large Growth, Large Growth (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Growth Opportunities Fund [TGVFX] is traded in USA and was established 26th of November 2024. 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 no minimum investment requirementsGrowth Opportunities is currently producing year-to-date (YTD) return of 28.26%, while the total return for the last 3 years was 9.67%.
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

BIOBio Rad LaboratoriesStockHealth Care
UNHUnitedHealth Group IncorporatedStockHealth Care
GOOGAlphabet Inc Class CStockCommunication Services
UNPUnion PacificStockIndustrials
BAThe BoeingStockIndustrials
GOOGLAlphabet Inc Class AStockCommunication Services
ZENZendeskStockInformation Technology
VRTXVertex PharmaceuticalsStockHealth Care
More Details

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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