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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
Above Average
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 (between approximately $133 million and $3.9 billion as of June 30, 2016). The size of the companies in the Russell 2000  Value Index will change with market conditions. Equity securities include common and preferred stocks.


1 month-1.35% 3 years+3.20%
3 months+12.32% 5 years--
1 year+31.00% Since inception+11.15%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return--+13.52%
Expense ratio2.79%1.22%
Risk 5 year sharpe ratio0.840.98
Net assets$133.5M$958.1M
Average market cap$1.2B$2.9B
Average P/E17.122.2
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyTouchstone
Fund manager & tenureFrank Reichel / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


U.S. stock94.85%
International stock4.10%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
POR Portland General Electric Co2.04%
NWE NorthWestern Corp2.04%
PNM PNM Resources Inc1.97%
MEI Methode Electronics Inc1.90%
EQC Equity Commonwealth1.83%
VG Vonage Holdings Corp1.73%
DGI DigitalGlobe Inc1.54%
GDOT Green Dot Corp1.52%
TCBI Texas Capital Bancshares Inc1.51%
MHLD Maiden Holdings Ltd1.49%