Touchstone Small Cap Fund Quote
| TSFYX Fund | USD 16.95 0.11 0.64% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Touchstone Small is trading at 16.95 as of the 28th of November 2024; that is 0.64% down since the beginning of the trading day. The fund's open price was 17.06. Touchstone Small has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Touchstone Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. A small capitalization company has a market capitalization within the range of market capitalization represented in the Russell 2000 Index, the SP SmallCap 600 Index, or the Dow Jones U.S. More on Touchstone Small Cap
Moving together with Touchstone Mutual Fund
| 0.95 | TVOYX | Touchstone Small Cap | PairCorr |
| 0.86 | TEGAX | Mid Cap Growth | PairCorr |
| 0.88 | TEGIX | Mid Cap Growth | PairCorr |
| 0.88 | TEGYX | Mid Cap Growth | PairCorr |
| 0.92 | SAGWX | Sentinel Small Pany | PairCorr |
Moving against Touchstone Mutual Fund
Touchstone Mutual Fund Highlights
| Fund Concentration | Touchstone Funds, Large Funds, Small Blend Funds, Small Blend, Touchstone, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Touchstone Small Cap [TSFYX] is traded in USA and was established 28th of November 2024. Touchstone Small is listed under Touchstone category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Touchstone family. This fund at this time has accumulated 128.62 M in assets with minimum initial investment of 2.5 K. Touchstone Small Cap is currently producing year-to-date (YTD) return of 18.48% with the current yeild of 0.0%, while the total return for the last 3 years was 9.6%.
Check Touchstone Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Touchstone Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Touchstone Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Touchstone Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Touchstone Small Cap Mutual Fund Constituents
| LSTR | Landstar System | Stock | Industrials | |
| WTM | White Mountains Insurance | Stock | Financials | |
| USG | USCF Gold Strategy | Etf | Commodities Focused | |
| TPX | Tempur Sealy International | Stock | Consumer Discretionary | |
| PAG | Penske Automotive Group | Stock | Consumer Discretionary | |
| NGVT | Ingevity Corp | Stock | Materials | |
| NEU | NewMarket | Stock | Materials | |
| MUSA | Murphy USA | Stock | Consumer Discretionary |
Touchstone Small Cap Risk Profiles
| Mean Deviation | 0.8125 | |||
| Semi Deviation | 0.704 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.61 |
Touchstone Small Against Markets
Other Information on Investing in Touchstone Mutual Fund
Touchstone Small financial ratios help investors to determine whether Touchstone Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Touchstone with respect to the benefits of owning Touchstone Small security.
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