Morningstar

Touchstone Small Company Fund Class R6 SSRRX

Morningstar Medalist Rating
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Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $7.89  /  0.00
  • Fund Size $1.8B
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.800%
  • Fee Level: Distribution Below Average
  • Share Class Type Retirement, Large
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 71%
NAV and 1-Day Return as of

Morningstar’s Analysis SSRRX

Will SSRRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSRRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSRRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Small Company R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings SSRRX

More SSRRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExlService Holdings Inc

2.68 46M
Technology

CCC Intelligent Solutions Holdings Inc

2.11 36M
Technology

Haemonetics Corp

2.09 36M
Healthcare

Kulicke & Soffa Industries Inc

1.89 32M
Technology

Onto Innovation Inc

1.86 32M
Technology

Progyny Inc

1.82 31M
Healthcare

Qualys Inc

1.81 31M
Technology

Tidewater Inc

1.79 31M
Energy

Magnolia Oil & Gas Corp Class A

1.78 31M
Energy

Advanced Energy Industries Inc

1.68 29M
Industrials

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