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Touchstone Small Cap Institutional TSFIX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 14.90  /  +0.27 %
  • Total Assets 253.8 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 0.27%
  • Turnover 14%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:20 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.

Strength in Touchstone Small Cap Institutional'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

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings TSFIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tempur Sealy International Inc

5.97 9.2 Mil
Consumer Cyclical

Landstar System Inc

5.22 8.0 Mil
Industrials

Qualys Inc

4.76 7.3 Mil
Technology

White Mountains Insurance Group Ltd

4.63 7.1 Mil
Financial Services

NewMarket Corp

4.51 6.9 Mil
Basic Materials

Matson Inc

4.20 6.5 Mil
Industrials

Moelis & Co Class A

3.81 5.9 Mil
Financial Services

Masonite International Corp

3.70 5.7 Mil
Industrials

Vontier Corp Ordinary Shares

3.61 5.6 Mil
Technology

Armstrong World Industries Inc

3.38 5.2 Mil
Industrials