2 / 5 Stars
2 2 3 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#77 in Small Value
U.S. News evaluated 115 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 29.86 percent over the past year, 15.28 percent over the past three years, 15.27 percent over the past five years, and 8.63 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||24.1%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||8.6%|
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. 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. Equity securities consist of common stock and preferred stock. The fund will typically hold 65 to 80 securities.
Fees are Low compared to funds in the same category.
Touchstone Small Company Value Fund has an expense ratio of 1.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.