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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 6.20  /  +1.47 %
  • Total Assets 1.1 Bil
  • 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 Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 94%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

Strength in Touchstone Small Company A'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

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
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CarGurus Inc Class A

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Dreyfus Government Cash Mgmt Instl

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Cash and Equivalents

Verint Systems Inc

2.02 21.4 Mil
Technology

Globus Medical Inc Class A

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Healthcare

Maximus Inc

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Industrials

CCC Intelligent Solutions Holdings Inc

1.89 20.0 Mil
Technology

CommVault Systems Inc

1.81 19.1 Mil
Technology

ExlService Holdings Inc

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Technology

Steven Madden Ltd

1.62 17.1 Mil
Consumer Cyclical