| 19.32 Net Asset Value | -1.23% 1 Day | +15.83% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 1.41% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +10.76% | 3 years | +14.75% | |
| 3 months | +10.38% | 5 years | +5.30% | |
| 1 year | +29.33% | Since inception | +9.71% |
| TSOYX | Category | |
|---|---|---|
| Performance 5-yr return | +5.30% | +7.67% |
| Expense ratio | 1.41% | 1.34% |
| Risk 5 year sharpe ratio | 0.30 | 0.38 |
| Net assets | $99.7M | $748.4M |
| Average market cap | $1.2B | $1.9B |
| Average P/E | 15.0 | 17.7 |
| Portfolio turnover | -- | -- |
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| Fund family | Touchstone |
| Fund manager & tenure | Frank Reichel III / 9 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 27.31% |
| Industrial materials | 12.77% |
| Business service | 12.64% |
| Consumer goods | 9.49% |
| Energy | 7.69% |
| NWE NorthWestern Corporation | 1.97% |
| AEL American Equity Investment Life Holding Company | 1.78% |
| DXPE DXP Enterprises, Inc. | 1.68% |
| IBKC Iberiabank Corp | 1.63% |
| CSTR Coinstar, Inc. | 1.61% |
| ECPG Encore Capital Group, Inc. | 1.60% |
| JACK Jack In The Box, Inc. | 1.59% |
| SFLY Shutterfly, Inc. | 1.59% |
| FCFS First Cash Financial Services, Inc. | 1.58% |
| GLT PH Glatfelter Company | 1.56% |
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