TVOIX – Touchstone Small Cap Value Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund invests, under normal market conditions, at least 80% of its assets in common stocks of companies with small market capitalizations. For purposes of the fund, a small capitalization company has a market capitalization at the time of purchase within the range represented in the Russell 2000 ® Value Index at the time of purchase. The market capitalization range of the Russell 2000 ® Value Index will change with market conditions. The fund will hold approximately 80 to 115 securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TVOYX	Touchstone Small Cap Value Fund Class Y	No Load	Open			Mar 1, 2011	$46.78M	1.110%	Average	$2,500	−$1.81M
TVOIX	Touchstone Small Cap Value Fund Institutional Class	Institutional	Open			Mar 1, 2011	$132.14M	0.950%	Average	$500,000	−$10.20M
TVORX	Touchstone Small Cap Value Fund Class R6	Institutional	Open			Jul 27, 2026	$2,408.00	0.870%	Below Average	$50,000	—
TVOAX	Touchstone Small Cap Value Fund Class A	Front Load	Open			Mar 4, 2002	$28.57M	1.360%	High	$2,500	−$1.30M
TVOCX	Touchstone Small Cap Value Fund Class C	Level Load	Open			Mar 1, 2011	$308,748.00	2.000%	Average	$2,500	−$192,087.79

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