Nasdaq - Delayed Quote USD

Touchstone Small Cap Institutional (TSFIX)

14.28
-0.39
(-2.66%)
At close: 8:04:54 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • Commonwealth Universe
  • Morgan Stanley Select UMA
  • ADP Access
  • Mid Atlantic Capital Group
  • ADP Access Open Fund Architecture
  • Vanguard TF
  • Nationwide Retirement Flexible Advantage
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund invests at least 80% of its net assets (including borrowings for investment purposes) 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 S&P SmallCap 600 Index, or the Dow Jones U.S. Small Cap Total Stock Market Index at the time of purchase. The size of the companies in these indices will change with market conditions. The fund will hold securities of approximately 30 to 40 companies. It is non-diversified.

Fund Overview

Category Small Blend
Fund Family Touchstone
Net Assets 251.52M
YTD Return -9.11%
Yield 0.35%
Morningstar Rating
Inception Date Sep 30, 2009

Performance & Risk

YTD Return -5.23%
5y Average Return 14.02%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Related Tickers