Morningstar

Touchstone Small Cap Class C TSFCX

Medalist Rating as of Aug 31, 2026 See Touchstone Investments Investment Hub

Strategy

The investment seeks capital appreciation. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in common stocks of small capitalization U.S. companies. A small capitalization company has a market capitalization within the range of market capitalization represented in the Russell 2000 ® Index, the S&P SmallCap 600 Index, or the Dow Jones U.S. Small Cap Total Stock Market Index at the time of purchase. The size of the companies in these indices will change with market conditions. The fund will hold securities of approximately 30 to 40 companies. It is non-diversified.

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
TSFYX	Touchstone Small Cap Class Y	No Load	Open			Sep 30, 2009	$167.43M	1.000%	Below Average	$2,500	−$50.80M
TSFIX	Touchstone Small Cap Institutional Class	Institutional	Open			Sep 30, 2009	$29.58M	0.920%	Average	$500,000	−$7.69M
TSDRX	Touchstone Small Cap Fund Class R6	Institutional	Open			Jul 27, 2026	$2,482.00	0.840%	Below Average	$50,000	—
TSFAX	Touchstone Small Cap Class A	Front Load	Open			Sep 30, 2009	$55.15M	1.250%	Average	$2,500	$11.80M
TSFCX	Touchstone Small Cap Class C	Level Load	Open			Sep 30, 2009	$1.85M	1.950%	Average	$2,500	−$45,760.14

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