4 / 5 Stars
5 2 3 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.28 percent over the past year, and 16.26 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||16.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in common stocks of small capitalization U.S. companies. For purposes of the fund, a small capitalization company has a market capitalization within the range of market capitalization represented in the Russell 2000 Index, the S&P SmallCap 600 Index, or the Dow Jones U.S. Small Cap Total Stock Market Index at the time of purchase. It will hold approximately 30 to 40 securities. The fund is non-diversified.
Fees are High compared to funds in the same category.
Touchstone Small Cap Core Fund has an expense ratio of 2.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.