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Morningstar

Touchstone Small Company Y SIGWX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 6.76  /  +0.30 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 94%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 PM GMT+0

Morningstar’s Analysis SIGWX

Will SIGWX outperform in 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 SIGWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SIGWX 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 SIGWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An incline in Parent Pillar rating is the primary driver of Touchstone Small Company Y's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SIGWX

More SIGWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Progyny Inc

2.14 22.9 Mil
Healthcare

ITT Inc

2.10 22.5 Mil
Industrials

Webster Financial Corp

2.09 22.4 Mil
Financial Services

Globus Medical Inc Class A

2.05 21.9 Mil
Healthcare

CCC Intelligent Solutions Holdings Inc

2.01 21.5 Mil
Technology

COPT Defense Properties

1.97 21.1 Mil
Real Estate

WNS (Holdings) Ltd

1.87 20.0 Mil
Technology

Dreyfus Government Cash Mgmt Instl

1.86 19.9 Mil
Cash and Equivalents

Clean Harbors Inc

1.67 17.8 Mil
Industrials

Silgan Holdings Inc

1.60 17.2 Mil
Consumer Cyclical