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Morningstar

Touchstone Small Cap Institutional TSFIX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 14.10  /  −0.35 %
  • Total Assets 249.8 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.26%
  • Turnover 14%

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

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.

Strength in Touchstone Small Cap Institutional's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of 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
Rated on Published on

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Portfolio Holdings TSFIX

More TSFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Masonite International Corp

5.31 14.2 Mil
Industrials

Tempur Sealy International Inc

5.12 13.7 Mil
Consumer Cyclical

White Mountains Insurance Group Ltd

5.10 13.7 Mil
Financial Services

NewMarket Corp

4.85 13.0 Mil
Basic Materials

Landstar System Inc

4.81 12.9 Mil
Industrials

Vontier Corp Ordinary Shares

4.39 11.8 Mil
Technology

Armstrong World Industries Inc

3.95 10.6 Mil
Industrials

Moelis & Co Class A

3.56 9.6 Mil
Financial Services

Acushnet Holdings Corp

3.15 8.5 Mil
Consumer Cyclical

Matson Inc

3.10 8.3 Mil
Industrials