Dow Down 0.32% Nasdaq Down 0.62%

Touchstone Small Cap Value Opp Instl (TSOIX)

15.86 Down 0.20(1.25%) Apr 29
Prev Close:16.06
YTD Return*:-2.18%
Net Assets*:138.95M
Yield*:N/A

* As of 31-Mar-16

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

Headlines

  • No Headlines available for TSOIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
THS2.00N/A
GDOT1.83N/A
FOE1.71N/A
NWE1.71N/A
MEI1.71N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:138.95M
Category:Small Blend
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:-2.18%
5y Avg Return:7.47%
Rank in Category (ytd):90
% Rank in Category (ytd):10.79%
Beta (3y):1.23
Morningstar Risk Rating:4

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 (between approximately $175 million and $4.3 billion as of June 30, 2015). 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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