Touchstone Small Cap Value Opportunities Fund Class C (TSOCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to provide investors with long-term capital growth. The fund normally invests at least 80% of its assets in equity securities of small-cap companies. For purposes of this fund, small-cap companies are those companies with market capitalizations at the time of investment similar to the market capitalizations of companies in the Russell 2000 ® Value Index.


1 month+1.41% 3 years--
3 months+4.39% 5 years--
1 year+4.12% Since inception+19.52%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return--+14.61%
Expense ratio5.10%1.28%
Risk 5 year sharpe ratio0.880.88
Net assets$192.2M$892.7M
Average market cap$1.3B$2.8B
Average P/E16.021.0
Portfolio turnover73%73%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyTouchstone
Fund manager & tenureFrank Reichel III / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


U.S. stock92.19%
International stock4.31%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AEL American Equity Investment Life Holding Co1.92%
COLB Columbia Banking System Inc1.88%
DGI DigitalGlobe Inc1.83%
STC Stewart Information Services Corp1.72%
SF Stifel Financial Corp1.66%
ENH Endurance Specialty Holdings Ltd1.65%
ECPG Encore Capital Group Inc1.62%
GLT P H Glatfelter Co1.53%
WNC Wabash National Corp1.53%
NWE NorthWestern Corp1.50%

To view my watchlist

Not a member yet?

Sign up now for a free account