Morningstar

Touchstone Small Cap Value Fund Class R6 TVORX

Morningstar Medalist Rating
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Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $48.55  /  +0.37 %
  • Fund Size $207.8M
  • Adjusted Expense Ratio 0.870%
  • Net Expense Ratio —
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Small Value
  • Equity Style Box (Funds) Small Value
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield —
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis TVORX

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

  • People Pillar

    The People Pillar is our evaluation of the TVORX 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 TVORX’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 R6 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TVORX

More TVORX 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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