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 Dow Down 0.72% Nasdaq Down 0.50%

Touchstone Small Cap Value Opp A (TSOAX)

20.45 Down 0.08(0.39%) Jul 25
Prev Close:20.53
YTD Return*:6.30%
Net Assets*:180.88M
Yield*:0.10%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for TSOAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NWE2.0021.75
AEL1.84-6.18
ASPS1.72-28.39
ENH1.70-9.14
DECK1.692.74

Fund Basics

Morningstar Overall Rating:
Total Assets:180.88M
Category:Small Blend
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:6.30%
5y Avg Return:19.44%
Rank in Category (ytd):13
% Rank in Category (ytd):1.79%
Beta (3y):1.24
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide investors with long-term capital growth. The fund normally invests at least 80% of its assets in equity securities of small-cap companies. For purposes of this fund, small-cap companies are those companies with market capitalizations at the time of investment similar to the market capitalizations of companies in the Russell 2000® Value Index. The size of the companies in the Russell 2000® Value Index will change with market conditions. Equity securities include common and preferred stocks. View More
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