| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
3
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
U.S. News evaluated 218 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 21.47 percent over the past year, and 18.12 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.0% |
| 1 Year | 21.5% |
| 3 Years (Annualized) | 18.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund invests normally at least 80% of its net assets (including borrowings for investment purposes) in common stocks of small capitalization U.S. companies. A small capitalization company has a market capitalization within the range of market capitalization represented in the Russell 2000 Index, the S&P Small Cap 600 Index, or the Dow Jones U.S. Small Cap Total Stock Market Index. It holds approximately 30 to 40 securities. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Touchstone Small Cap Core Fund has an expense ratio of 1.04 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
