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Touchstone Small Cap C TSFCX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 12.63  /  +1.36 %
  • Total Assets 260.4 Mil
  • Adj. Expense Ratio
    2.000%
  • Expense Ratio 2.000%
  • 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 14%

USD | NAV as of Jul 15, 2024 | 1-Day Return as of Jul 15, 2024, 10:22 PM GMT+0

Morningstar’s Analysis TSFCX

Will TSFCX outperform in future?

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

Strength in Touchstone Small Cap C'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 most expensive quintile among peers.

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Portfolio Holdings TSFCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Masonite International Corp

5.31 14.2 Mil
Industrials

Tempur Sealy International Inc

5.12 13.7 Mil
Consumer Cyclical

White Mountains Insurance Group Ltd

5.10 13.7 Mil
Financial Services

NewMarket Corp

4.85 13.0 Mil
Basic Materials

Landstar System Inc

4.81 12.9 Mil
Industrials

Vontier Corp Ordinary Shares

4.39 11.8 Mil
Technology

Armstrong World Industries Inc

3.95 10.6 Mil
Industrials

Moelis & Co Class A

3.56 9.6 Mil
Financial Services

Acushnet Holdings Corp

3.15 8.5 Mil
Consumer Cyclical

Matson Inc

3.10 8.3 Mil
Industrials