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Touchstone Small Cap Y TSFYX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 15.19  /  −0.26 %
  • Total Assets 269.4 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.19%
  • Turnover 14%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TSFYX

Will TSFYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Touchstone Small Cap Y’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.

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Portfolio Holdings TSFYX

  • 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