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Morningstar

Touchstone Small Cap Institutional TSFIX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 15.60  /  +2.03 %
  • Total Assets 272.7 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.28%
  • Turnover 14%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TSFIX

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

  • People Pillar

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

Touchstone Small Cap Institutional’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
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Portfolio Holdings TSFIX

More TSFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

White Mountains Insurance Group Ltd

5.54 14.3 Mil
Financial Services

Landstar System Inc

4.92 12.7 Mil
Industrials

ACI Worldwide Inc

4.07 10.5 Mil
Technology

Vontier Corp Ordinary Shares

3.96 10.2 Mil
Technology

Matson Inc

3.87 10.0 Mil
Industrials

Armstrong World Industries Inc

3.86 10.0 Mil
Industrials

Moelis & Co Class A

3.82 9.9 Mil
Financial Services

Tempur Sealy International Inc

3.69 9.5 Mil
Consumer Cyclical

Essential Properties Realty Trust Inc

3.45 8.9 Mil
Real Estate

CTS Corp

3.42 8.8 Mil
Technology