2 / 5 Stars
2 1 3 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#75 in Small Growth
U.S. News evaluated 219 Small Growth 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 22.12 percent over the past year, 14.24 percent over the past three years, 18.50 percent over the past five years, and 7.36 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.7%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||18.5%|
|10 Years (Annualized)||7.4%|
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of small-cap companies. In implementing this policy, it primarily invests in common stock of small-cap companies. The adviser defines small-cap companies as companies with market capitalizations between $150 million and $3.5 billion at the time of purchase. The fund may invest up to 15% of its assets in common stocks of foreign small- and mid-cap companies through the purchase of depositary receipts or foreign domiciled companies listed on U.S. stock exchanges.
Fees are Above Average compared to funds in the same category.
Touchstone Small Cap Growth Fund has an expense ratio of 1.45 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.