Touchstone Small Cap Value Opportunities Fund Class Y (TSOYX)

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 month0.00% 3 years+20.58%
3 months+11.07% 5 years+13.99%
1 year+8.17% Since inception+11.86%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+13.99%+13.72%
Expense ratio1.25%1.27%
Risk 5 year sharpe ratio0.890.84
Net assets$202.6M$917.7M
Average market cap$1.3B$2.9B
Average P/E16.021.3
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. stock92.19%
International stock4.31%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 27.31%
Industrial materials 12.77%
Business service 12.64%
Consumer goods 9.49%
Energy 7.69%
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%

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