2 / 5 Stars
2 1 2 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#47 in Small Value
U.S. News evaluated 118 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 22.74 percent over the past year, 13.70 percent over the past three years, 22.59 percent over the past five years, and 7.66 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||22.6%|
|10 Years (Annualized)||7.7%|
The investment seeks long-term capital growth. The fund invests at least 80% of its assets in common stocks of companies with small market capitalizations that the sub-advisor believes have the potential for growth and that appear to be trading below their intrinsic value. For purposes of the fund, a small capitalization company has a market capitalization of no more than $2 billion at the time of initial purchase. The fund invests in securities of companies operating in a broad range of industries. It will typically hold approximately 65 to 80 securities. The fund may engage in frequent and active trading of securities.
Fees are Low compared to funds in the same category.
Touchstone Small Cap Value Fund has an expense ratio of 1.43 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.