Morningstar

Touchstone Small Cap Institutional Class TSFIX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 17.40  /  0.00
  • Total Assets 260.3M
  • 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 0.26%
  • Turnover 11%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:55 AM GMT+0

Morningstar’s Analysis TSFIX

Will TSFIX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Small Cap Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings TSFIX

More TSFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

White Mountains Insurance Group Ltd

5.22 13M
Financial Services

Acushnet Holdings Corp

5.02 13M
Consumer Cyclical

Landstar System Inc

4.57 12M
Industrials

Moelis & Co Class A

4.43 11M
Financial Services

ACI Worldwide Inc

4.28 11M
Technology

Gates Industrial Corp PLC

4.01 10M
Industrials

NewMarket Corp

3.87 10M
Basic Materials

Pricesmart Inc

3.82 10M
Consumer Defensive

Matson Inc

3.75 9M
Industrials

BNY Dreyfus Govt Cash Mgmt Instl

3.67 9M
Cash and Equivalents

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