Touchstone Small Cap Growth Fund Class Y (MXAIX)

6.17
Net Asset Value
-0.64%
1 Day
+5.83%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.52%
Expense Ratio
Below 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 in equity securities of small-cap companies. In implementing this policy, it primarily invests in common stock of small-cap companies. The fund may invest up to 15% of its assets in common stocks of foreign small- and mid-cap companies through the purchase of depositary receipts or foreign domiciled companies listed on U.S. stock exchanges.

Performance

1 month+5.65% 3 years+16.09%
3 months+5.00% 5 years+15.68%
1 year+8.05% Since inception+10.63%
Data through --

Peer Comparisonvs. Small growth

 MXAIXCategory
Performance 5-yr return+15.68%+15.53%
Expense ratio1.52%1.39%
Risk 5 year sharpe ratio0.920.93
Net assets$279.5M$774.1M
Average market cap$2.1B$2.7B
Average P/E25.226.0
Portfolio turnover195%195%

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Fund Management and Purchase Info

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

Holdings

U.S. stock87.11%
International stock8.70%
Cash4.19%
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
CBRL Cracker Barrel Old Country Store Inc2.69%
HPY Heartland Payment Systems Inc2.51%
CRL Charles River Laboratories International Inc2.27%
EEFT Euronet Worldwide Inc2.19%
AKRX Akorn Inc2.02%
ICLR ICON PLC1.87%
SAIA Saia Inc1.78%
HF HFF Inc1.76%
RH Restoration Hardware Holdings Inc1.75%
ARCB ArcBest Corp1.63%

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