Dow Down 0.62% Nasdaq Down 1.14%

Touchstone Small Cap Value Opp Instl (TSOIX)

21.55 Down 0.31(1.42%) Sep 22
Prev Close:21.86
YTD Return*:7.60%
Net Assets*:185.33M
Yield*:0.28%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for TSOIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AEL1.96-4.81
DECK1.8710.74
THS1.8219.75
HMN1.68-3.20
ASPS1.66-35.79

Fund Basics

Morningstar Overall Rating:
Total Assets:185.33M
Category:Small Blend
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:7.60%
5y Avg Return:17.38%
Rank in Category (ytd):5
% Rank in Category (ytd):0.68%
Beta (3y):1.25
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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