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Touchstone Small Cap Growth Fund Class Y (MXAIX)

5.77
Net Asset Value
0.00%
1 Day
-2.70%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.36%
Expense Ratio
Average
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.

Performance

1 month+11.18% 3 years+5.29%
3 months+1.23% 5 years+9.00%
1 year-10.50% Since inception+9.60%
Data through --

Peer Comparisonvs. Small growth

 MXAIXCategory
Performance 5-yr return+9.00%+7.26%
Expense ratio1.36%1.33%
Risk 5 year sharpe ratio0.540.50
Net assets$499.8M$818.4M
Average market cap$2.3B$2.8B
Average P/E23.724.1
Portfolio turnover36%36%

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Fund Management and Purchase Info

Fund familyTouchstone
Fund manager & tenureNitin Kumbhani / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock94.88%
Cash3.61%
International stock1.51%
Fixed income0.00%
Other0.00%
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 Inc2.52%
CBM Cambrex Corp2.15%
SKX Skechers USA Inc1.84%
BURL Burlington Stores Inc1.81%
CHE Chemed Corp1.71%
CBRL Cracker Barrel Old Country Store Inc1.71%
AHS AMN Healthcare Services Inc1.71%
ICLR ICON PLC1.66%
HAIN Hain Celestial Group Inc1.59%
MANH Manhattan Associates Inc1.53%

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