SAGWX – Touchstone Small Company A Investment Strategy | Morningstar

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Strategy

The investment seeks growth of capital. The fund invests at least 80% of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 ® Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SIGWX	Touchstone Small Company Fund Class Y	No Load	Open			May 4, 2007	$981.71M	0.900%	Below Average	$2,500	$142.48M
TICSX	Touchstone Small Company Fund Institutional USD	Institutional	Open			Oct 30, 2017	$38.99M	0.800%	Below Average	$500,000	−$3.03M
SAGWX	Touchstone Small Company Fund Class A	Front Load	Open			Mar 1, 1993	$539.61M	1.150%	Below Average	$2,500	−$42.95M
SSCOX	Touchstone Small Company Fund Class C	Level Load	Open			Jul 9, 2001	$11.11M	1.960%	Average	$2,500	−$5.14M
SSRRX	Touchstone Small Company Fund Class R6	Retirement, Large	Open			Dec 23, 2014	$175.00M	0.800%	Below Average	$50,000	$56.99M

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