3 / 5 Stars
4 2 3 1 1
Zacks Investment Research
Standard & Poor's
4 / 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 40.66 percent over the past year, 16.87 percent over the past three years, 23.29 percent over the past five years, and 10.00 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.7%|
|3 Years (Annualized)||16.9%|
|5 Years (Annualized)||23.3%|
|10 Years (Annualized)||10.0%|
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. The size of the companies in the Russell 2000® Value Index will change with market conditions. Equity securities include common and preferred stocks.
Fees are Above Average compared to funds in the same category.
Touchstone Small Cap Value Opportunities Fund has an expense ratio of 1.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.