Dow Down 0.18% Nasdaq Up 0.39%

Touchstone Small Cap Value Opp Instl (TSOIX)

22.47 Up 0.11(0.49%) Sep 2
Prev Close:22.36
YTD Return*:1.68%
Net Assets*:171.74M
Yield*:0.29%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for TSOIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AEL1.96-16.64
DECK1.875.07
THS1.827.84
HMN1.68-7.74
ASPS1.66-34.55

Fund Basics

Morningstar Overall Rating:
Total Assets:171.74M
Category:Small Blend
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:1.68%
5y Avg Return:16.88%
Rank in Category (ytd):7
% Rank in Category (ytd):0.96%
Beta (3y):1.26
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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