Morningstar

Touchstone Small Cap Value Fund Class A TVOAX

Morningstar Medalist Rating
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Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $47.87  /  +0.38 %
  • Fund Size $207.8M
  • Adjusted Expense Ratio 1.360%
  • Net Expense Ratio 1.390%
  • Fee Level: Distribution High
  • Share Class Type Front Load
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.49%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis TVOAX

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

  • People Pillar

    The People Pillar is our evaluation of the TVOAX 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 TVOAX’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 Value A 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 TVOAX

More TVOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rogers Corp

2.61 5M
Technology

Enpro Inc

2.32 5M
Industrials

Viavi Solutions Inc

2.09 4M
Technology

Permian Resources Corp Class A

2.08 4M
Energy

Standex International Corp

2.05 4M
Industrials

Gates Industrial Corp Ltd

2.00 4M
Industrials

Voya Financial Inc

1.91 4M
Financial Services

Prestige Consumer Healthcare Inc

1.88 4M
Healthcare

Valmont Industries Inc

1.86 4M
Industrials

Huron Consulting Group Inc

1.82 4M
Industrials

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