Touchstone Small Cap Growth Fund Class Y (MXAIX)

5.82
Net Asset Value
-1.36%
1 Day
+1.57%
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-1.01% 3 years+19.97%
3 months+0.34% 5 years+14.98%
1 year+12.50% Since inception+11.16%
Data through --

Peer Comparisonvs. Small growth

 MXAIXCategory
Performance 5-yr return+14.98%+19.88%
Expense ratio1.52%1.41%
Risk 5 year sharpe ratio1.030.98
Net assets$139.1M$806.8M
Average market cap$2.3B$2.8B
Average P/E24.225.4
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. stock88.27%
International stock6.71%
Cash5.02%
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
LAD Lithia Motors Inc Class A2.96%
HF HFF Inc Class A2.57%
EEFT Euronet Worldwide Inc2.27%
CRZO Carrizo Oil & Gas Inc2.14%
VC Visteon Corp2.09%
CBRL Cracker Barrel Old Country Store Inc1.96%
CRL Charles River Laboratories International Inc1.88%
CNC Centene Corp1.72%
EVR Evercore Partners Inc1.62%
AKRX Akorn Inc1.59%

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