Touchstone Small Cap Growth Fund Class Y (MXAIX)

6.57
Net Asset Value
-0.61%
1 Day
+12.69%
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+1.54% 3 years+19.55%
3 months+4.75% 5 years+16.65%
1 year+12.49% Since inception+11.25%
Data through --

Peer Comparisonvs. Small growth

 MXAIXCategory
Performance 5-yr return+16.65%+15.12%
Expense ratio1.52%1.37%
Risk 5 year sharpe ratio0.960.94
Net assets$423.6M$817.7M
Average market cap$2.2B$2.9B
Average P/E24.828.0
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

Holdings

U.S. stock89.00%
International stock7.30%
Cash3.71%
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
ABMD Abiomed Inc2.27%
CRL Charles River Laboratories International Inc2.24%
EEFT Euronet Worldwide Inc2.17%
HPY Heartland Payment Systems Inc2.09%
ICLR ICON PLC2.06%
SKX Skechers USA Inc1.78%
HF HFF Inc1.72%
ATRO Astronics Corp1.72%
GIII G-III Apparel Group Ltd1.67%
ADVS Advent Software Inc1.66%

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