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Morningstar

Touchstone Small Company A SAGWX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 5.44  /  −0.18 %
  • Total Assets 987.1 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 94%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis SAGWX

Will SAGWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAGWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SAGWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SAGWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Touchstone Small Company A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SAGWX

More SAGWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Progyny Inc

2.14 22.9 Mil
Healthcare

ITT Inc

2.10 22.5 Mil
Industrials

Webster Financial Corp

2.09 22.4 Mil
Financial Services

Globus Medical Inc Class A

2.05 21.9 Mil
Healthcare

CCC Intelligent Solutions Holdings Inc

2.01 21.5 Mil
Technology

COPT Defense Properties

1.97 21.1 Mil
Real Estate

WNS (Holdings) Ltd

1.87 20.0 Mil
Technology

Dreyfus Government Cash Mgmt Instl

1.86 19.9 Mil
Cash and Equivalents

Clean Harbors Inc

1.67 17.8 Mil
Industrials

Silgan Holdings Inc

1.60 17.2 Mil
Consumer Cyclical