Touchstone Small Cap Growth Fund Class Y (MXAIX)

6.60
Net Asset Value
-0.30%
1 Day
+1.85%
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+1.69% 3 years+0.72%
3 months-2.93% 5 years+8.10%
1 year+11.26% Since inception+9.73%
Data through --

Peer Comparisonvs. Small growth

 MXAIXCategory
Performance 5-yr return+8.10%+11.88%
Expense ratio1.35%1.27%
Risk 5 year sharpe ratio0.600.87
Net assets$185.6M$1.1B
Average market cap$3.1B$3.4B
Average P/E25.326.7
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

Holdings

U.S. stock98.06%
Cash1.94%
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
GRUB GrubHub Inc2.55%
EEFT Euronet Worldwide Inc2.36%
ICLR ICON PLC2.31%
EME EMCOR Group Inc2.20%
EVR Evercore Inc1.98%
LOPE Grand Canyon Education Inc1.94%
CHE Chemed Corp1.80%
WAL Western Alliance Bancorp1.79%
ICUI ICU Medical Inc1.66%
CRL Charles River Laboratories International Inc1.53%