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Touchstone Small Cap Growth Fund Class Y (MXAIX)

5.48
Net Asset Value
-4.44%
1 Day
-7.59%
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-2.84% 3 years+5.24%
3 months-1.26% 5 years+7.42%
1 year-16.16% Since inception+9.82%
Data through --

Peer Comparisonvs. Small growth

 MXAIXCategory
Performance 5-yr return+7.42%+6.48%
Expense ratio1.36%1.34%
Risk 5 year sharpe ratio0.540.48
Net assets$586.6M$821.4M
Average market cap$2.3B$2.8B
Average P/E23.423.6
Portfolio turnover46%46%

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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. stock97.44%
International stock1.86%
Cash0.70%
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 Inc2.99%
ICLR ICON PLC2.80%
ABMD Abiomed Inc2.52%
BURL Burlington Stores Inc2.29%
MANH Manhattan Associates Inc2.13%
CRL Charles River Laboratories International Inc2.04%
SKX Skechers USA Inc1.90%
CHE Chemed Corp1.68%
MLNX Mellanox Technologies Ltd1.67%
GIII G-III Apparel Group Ltd1.59%

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