Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Touchstone Small Cap Growth Fund Class Y (MXAIX)

6.33
Net Asset Value
+0.80%
1 Day
+7.47%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.35%
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+4.98% 3 years+5.69%
3 months+4.80% 5 years+10.14%
1 year+13.92% Since inception+9.69%
Data through --

Peer Comparisonvs. Small growth

 MXAIXCategory
Performance 5-yr return+10.14%+13.02%
Expense ratio1.35%1.29%
Risk 5 year sharpe ratio0.700.95
Net assets$306.0M$974.5M
Average market cap$2.7B$3.7B
Average P/E24.529.8
Portfolio turnover58%58%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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

Holdings

U.S. stock97.23%
Cash2.77%
International stock0.00%
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 Inc3.00%
ICLR ICON PLC2.36%
LCII LCI Industries2.17%
EME EMCOR Group Inc2.07%
MDSO Medidata Solutions Inc1.97%
EVR Evercore Inc1.93%
BLD TopBuild Corp1.92%
LOPE Grand Canyon Education Inc1.77%
LAD Lithia Motors Inc1.77%
WAL Western Alliance Bancorp1.73%