Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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 (between approximately $175 million and $4.3 billion as of June 30, 2015). 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-0.71% 3 years+14.31%
3 months+4.02% 5 years--
1 year-6.22% Since inception+12.41%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return--+10.94%
Expense ratio2.62%1.24%
Risk 5 year sharpe ratio0.760.77
Net assets$171.2M$798.4M
Average market cap$1.1B$2.6B
Average P/E14.119.7
Portfolio turnover57%57%

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 / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


U.S. stock95.40%
International stock4.12%
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 Corp2.18%
CUBI Customers Bancorp Inc1.84%
NWE NorthWestern Corp1.80%
POR Portland General Electric Co1.77%
CVA Covanta Holding Corp1.65%
GDOT Green Dot Corp1.64%
SHOR Shoretel Inc1.62%
MPAA Motorcar Parts of America Inc1.57%
NEWM New Media Investment Group Inc1.56%
ECPG Encore Capital Group Inc1.54%