TSELTouchstone Sands Capital US Select Growth ETF

Grow my money1y track recordRanked #1,766 of 2,960 in this goal

Seeks long-term capital appreciation.

By Touchstone · Launched 2024

Annual Cost

0.67%

#3,391 of 5,562 · average

Fund Size

$132M

#2,678 of 5,562 · mid-size

Return (1Y)Goal

+6.8%

Track Record

1 year

#4,063 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,720+7.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Factor

Growth

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 66.6% of fundconcentrated

NVIDIA Corp.

16.1%

Microsoft Corp.

7.9%

Amazon.com, Inc.

7.1%

Meta Platforms Inc

6.6%

Broadcom Inc

6.0%

Shopify Inc

5.8%

Applovin Corp.

4.6%

Alphabet Inc.

4.6%

Carvana Co

4.3%

Nu Holdings Ltd.

3.6%

Asset allocation

Stocks

95.5%

Cash

4.5%

By sector

Technology

50.0%

Communication

21.1%

Consumer Cyclical

12.8%

Industrials

8.3%

Financial Services

7.0%

Healthcare

0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

21.1%High

Year-on-year price swings

Max drawdown

-28.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in common stocks of U.S. companies with above-average revenue or earnings growth potential, emphasizing large and mid-cap growth companies. The Fund typically holds 25 to 35 companies and may invest a significant percentage of assets in specific sectors. It incorporates ESG factors into its investment process, assessing their material impact on value creation.
Inception date: December 31, 2024
Fund family: Touchstone