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
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.


1 month+3.05% 3 years+17.48%
3 months+11.46% 5 years+13.24%
1 year+17.04% Since inception+11.21%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.24%+15.12%
Expense ratio1.52%1.39%
Risk 5 year sharpe ratio0.900.89
Net assets$372.7M$821.3M
Average market cap$2.1B$2.9B
Average P/E25.227.7
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


U.S. stock87.11%
International stock8.70%
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
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%
SAIA Saia Inc1.78%
HF HFF Inc1.76%
RH Restoration Hardware Holdings Inc1.75%
ARCB ArcBest Corp1.63%

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