Morningstar

Touchstone Small Company Fund Class A SAGWX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 7.11  /  −1.11 %
  • Total Assets 1.7B
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 47%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:40 AM GMT+0

Morningstar’s Analysis SAGWX

Will SAGWX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Small Company A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SAGWX

More SAGWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Progyny Inc

3.25 56M
Healthcare

BNY Dreyfus Govt Cash Mgmt Instl

2.82 48M
Cash and Equivalents

Haemonetics Corp

2.68 46M
Healthcare

Qualys Inc

2.19 38M
Technology

Onto Innovation Inc

2.16 37M
Technology

Tidewater Inc

2.04 35M
Energy

Kulicke & Soffa Industries Inc

1.93 33M
Technology

LivaNova PLC

1.73 30M
Healthcare

ExlService Holdings Inc

1.70 29M
Technology

Frontdoor Inc

1.65 28M
Consumer Cyclical

Sponsor Center