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Morningstar

Touchstone Small Cap Institutional TSFIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Touchstone Investments Investment Hub

Morningstar’s Analysis TSFIX

Will TSFIX 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 TSFIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TSFIX 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 TSFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An incline in Parent Pillar rating is the primary driver of Touchstone Small Cap Institutional's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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