Morningstar

Touchstone Small Cap Class C TSFCX

Morningstar Medalist Rating
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Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $14.27  /  +1.05 %
  • Fund Size $254.0M
  • Adjusted Expense Ratio 1.950%
  • Net Expense Ratio 1.970%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis TSFCX

Will TSFCX outperform in the 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 TSFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Small Cap C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings TSFCX

More TSFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

White Mountains Insurance Group Ltd

5.15 13M
Financial Services

NewMarket Corp

4.48 11M
Basic Materials

Matson Inc

4.37 11M
Industrials

ACI Worldwide Inc

4.24 10M
Technology

Atkore Inc

4.09 10M
Industrials

Haemonetics Corp

4.03 10M
Healthcare

Moelis & Co Class A

3.97 10M
Financial Services

Gates Industrial Corp Ltd

3.83 9M
Industrials

Landstar System Inc

3.80 9M
Industrials

Vontier Corp Ordinary Shares

3.66 9M
Technology

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