A sound investment process and strong management team underpin Touchstone Small Cap Value Institutional's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 31.52 / 0.16 %
- Total Assets 124.3 Mil
-
Adj. Expense Ratio
0.980%
- Expense Ratio 0.980%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Blend
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.28%
- Turnover 49%
Morningstar’s Analysis TVOIX
Will TVOIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Dec 31, 2022
- Equity Holdings 88
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector