Touchstone Small Cap Val Opportunities Z
303 Broadway Suite 1100 Cincinnati OH 45202
Map
Phone: 800-543-0407
| Category: | Small Blend | | Fund Family: | Touchstone | | Net Assets: | 73.44M | | Year-to-Date Return: | 4.02% | | Yield: | 0.16% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Mar-02 |
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Thomas J. DiBella
Lead Manager since
04-Mar-02 | | | chief investment officer - core/value equities ? 26 years experience ? Joined Turner in 2002 ? Previous employment: Aeltus Investment Management |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| 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 is one that has a market capitalization that is within the range of market capitalizations represented in the Russell 2000 Value index. It invests in securities of companies operating in a broad range of industries. The fund may engage in frequent and active trading of securities. |
| Last Dividend
(31-Dec-08):
| 0.02 | | Last Cap Gain
(11-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 222.00% | | Average for Category:
| 92.45% |
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| Expense | TSVOX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.40% | | Max 12b1 Fee: | 0.24%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ 525 | $618 | | 5 Yr Expense Projection*: |
$ 921 | $996 | | 10 Yr Expense Projection*: |
$ 2,032 | $2,008 |
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0.34% Nasdaq 
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