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-1.67% 3 years+17.97%
3 months-4.00% 5 years--
1 year-0.34% Since inception+17.03%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return--+15.95%
Expense ratio5.10%1.26%
Risk 5 year sharpe ratio0.990.99
Net assets$198.4M$895.4M
Average market cap$1.3B$2.8B
Average P/E15.820.8
Portfolio turnover73%73%

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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. stock94.33%
International stock3.45%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
STC Stewart Information Services Corp1.83%
COLB Columbia Banking System Inc1.75%
SF Stifel Financial Corp1.67%
KND Kindred Healthcare Inc1.64%
AEL American Equity Investment Life Holding Co1.64%
SSP E. W. Scripps Co1.63%
DGI DigitalGlobe Inc1.53%
CUBI Customers Bancorp Inc1.53%
GLT P H Glatfelter Co1.53%
PRSC Providence Service Corp1.52%

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