3 / 5 Stars
2 2 2 1 3
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 113 Small Value 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 28.31 percent over the past year, 12.70 percent over the past three years, 7.48 percent over the past five years, and 9.10 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||15.1%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||7.5%|
|10 Years (Annualized)||9.1%|
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. It primarily invests in common stock of small-cap companies. The sub-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-companies through the purchase of American Depositary Receipts ("ADR"s) or foreign domiciled companies listed on U.S. stock exchanges.
Fees are High compared to funds in the same category.
Touchstone Small Cap Growth Fund has an expense ratio of 2.35 percent.
Risk is Average compared to funds in the same category according to Morningstar.