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Touchstone Small Cap Growth Fund Class Y (MXAIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital growth. Under normal circumstances- the fund invests at least 80% of its assets (including borrowings for investment purposes) in equity securities of small-cap companies. In implementing this policy- the fund primarily invests in common stocks of small-cap companies. For purposes of the fund- a small capitalization company has a market capitalization within the range represented in the Russell 2000-® Growth Index. The market capitalization range of the Russell 2000-® Growth Index will change with market conditions.


1 month+4.61% 3 years+5.93%
3 months+7.58% 5 years+9.84%
1 year+16.41% Since inception+9.79%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+9.84%+13.96%
Expense ratio1.35%1.28%
Risk 5 year sharpe ratio0.741.01
Net assets$214.6M$1.0B
Average market cap$3.0B$3.8B
Average P/E25.128.5
Portfolio turnover58%58%

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Fund Management and Purchase Info

Fund familyTouchstone
Fund manager & tenureNitin Kumbhani / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


U.S. stock99.09%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 30.75%
Business service 14.75%
Consumer service 11.65%
Consumer goods 8.06%
Hardware 7.98%
Top 10 Holdings
Portfolio weighting
EEFT Euronet Worldwide Inc2.56%
EME EMCOR Group Inc2.34%
LCII LCI Industries2.33%
EVR Evercore Inc2.08%
GRUB GrubHub Inc1.83%
WAL Western Alliance Bancorp1.77%
LOPE Grand Canyon Education Inc1.68%
CHE Chemed Corp1.63%
PRI Primerica Inc1.61%