8.39%| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 8.39 | 71.58 | -12.13 | -2.48 | NA |
| Classification | 6.23 | 56.37 | -5.51 | 0.94 | 4.11 |
| Index (S&P 500) | 5.00 | 50.00 | -3.50 | 1.70 | -0.50 |
| % Rank in Class (1-best,100=worst) | 14 | 14 | 100 | 96 | NA |
| Investment Objective: | Growth |
|---|---|
| Net Assets ($Mil) | 130.10 |
| Inception Date: | 9/30/02 |
| Manager Name, Tenure | Arnold C. Schneider III, 2002 |
| Expense Ratio: | 0.88% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Forest Oil Corp | FST | 7.04 |
| Chesapeake Energy Corp | CHK | 6.63 |
| Arch Coal Inc | ACI | 6.28 |
| Wells Fargo & Co | WFC | 5.41 |
| Allegheny Energy Inc | AYE | 4.44 |
| Dell Inc | DELL | 4.26 |
| Rri Energy Inc | RRI | 4.19 |
| Regions Financial Corp | RF | 3.91 |
| Nvr Inc | NVR | 3.90 |
| Annaly Capital | NLY | 3.79 |
| % of Total Holdings | 49.85 | |
| 9/11/2008 | Touchstone Large Cap Value Fund has lost its touch (MarketWatch.com) |
| 9/11/2008 | Some Fund Managers Clung to Fannie, Freddie (SM) |