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Morningstar

Touchstone Small Company Y SIGWX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 7.16  /  +1.56 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type No 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 SIGWX

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

  • People Pillar

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

Touchstone Small Company Y’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 SIGWX

More SIGWX 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
Sector

WNS (Holdings) Ltd

2.35 24.8 Mil
Technology

CarGurus Inc Class A

2.17 22.9 Mil
Consumer Cyclical

Dreyfus Government Cash Mgmt Instl

2.12 22.3 Mil
Cash and Equivalents

Verint Systems Inc

2.02 21.4 Mil
Technology

Globus Medical Inc Class A

2.01 21.3 Mil
Healthcare

Maximus Inc

1.94 20.5 Mil
Industrials

CCC Intelligent Solutions Holdings Inc

1.89 20.0 Mil
Technology

CommVault Systems Inc

1.81 19.1 Mil
Technology

ExlService Holdings Inc

1.64 17.3 Mil
Technology

Steven Madden Ltd

1.62 17.1 Mil
Consumer Cyclical