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Touchstone Small Company C SSCOX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 5.55  /  1.07 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.960%
  • Expense Ratio 1.960%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 94%

Morningstar’s Analysis SSCOX

Will SSCOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Touchstone Small Company C boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at 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 highest quintile among peers.

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Portfolio Holdings SSCOX

  • Current Portfolio Date
  • Equity Holdings 68
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Government Cash Mgmt Instl

2.29
22,831,285
Cash and Equivalents
2.25
22,423,793
Healthcare
2.09
20,871,476
Healthcare
2.09
20,820,887
Financial Services
2.07
20,707,680
Consumer Cyclical

COPT Defense Properties

2.06
20,608,007
Real Estate
2.01
20,084,135
Industrials
1.98
19,796,116
Technology
1.98
19,716,198
Industrials