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Touchstone Small Cap Growth Fund Class Y (MXAIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month0.00% 3 years+13.44%
3 months-8.52% 5 years+12.46%
1 year+7.09% Since inception+10.32%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.46%+12.11%
Expense ratio1.36%1.37%
Risk 5 year sharpe ratio0.840.78
Net assets$442.9M$770.2M
Average market cap$2.3B$2.8B
Average P/E24.926.5
Portfolio turnover46%46%

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Fund Management and Purchase Info

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


U.S. stock87.45%
International stock8.92%
Fixed income0.00%
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
HPY Heartland Payment Systems Inc2.41%
CRL Charles River Laboratories International Inc2.32%
EEFT Euronet Worldwide Inc2.28%
SKX Skechers USA Inc2.28%
GIII G-III Apparel Group Ltd2.10%
ABMD Abiomed Inc2.08%
CBPO China Biologic Products Inc1.94%
HF HFF Inc1.89%
IBKR Interactive Brokers Group Inc1.74%
LAD Lithia Motors Inc1.73%

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