| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
2
3
2
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#55 in Small Value
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.
Performance
The fund has returned 17.47 percent over the past year, 11.22 percent over the past three years, 4.90 percent over the past five years, and 10.71 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.1% |
| 1 Year | 17.5% |
| 3 Years (Annualized) | 11.2% |
| 5 Years (Annualized) | 4.9% |
| 10 Years (Annualized) | 10.7% |
Summary
The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in common stocks of companies with small market capitalizations that have the potential for growth and that appear to be trading below their perceived value. A small capitalization company has a market capitalization of no more than $2 billion at the time of initial purchase. It invests in securities of companies operating in a broad range of industries. The fund may engage in frequent and active trading of securities. It typically holds 65 to 80 securities.
Fees
Fees are Low compared to funds in the same category.
Touchstone Small Cap Value Fund has an expense ratio of 1.43 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
