Touchstone Small Cap Value Opportunities Fund

Scorecard
4 / 5 Stars
Lipper
4 4 3 2 1
Zacks Investment Research
---
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Touchstone funds

See full Small Blend rankings

See more fund rankings

Performance

The fund has returned 33.80 percent over the past year, 17.91 percent over the past three years, 19.78 percent over the past five years, and 9.83 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.5%
1 Year 33.8%
3 Years (Annualized) 17.9%
5 Years (Annualized) 19.8%
10 Years (Annualized) 9.8%

See more TSOYX performance

Summary

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

Fees are Above Average compared to funds in the same category.
Touchstone Small Cap Value Opportunities Fund has an expense ratio of 1.19 percent.

See more TSOYX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more TSOYX risk