Nasdaq - Delayed Quote USD

Touchstone Small Company A (SAGWX)

5.79
+0.01
+(0.17%)
As of 8:09:30 AM EDT. Market Open.
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  • Previous Close 5.78
  • YTD Return -7.86%
  • Expense Ratio 1.19%
  • Category Small Blend
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 1.08B
  • Beta (5Y Monthly) 1.05
  • Yield 0.17%
  • 5y Average Return --
  • Holdings Turnover 59.00%
  • Last Dividend 0.01
  • Inception Date May 4, 2007

The fund invests at least 80% of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 ® Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.

Touchstone

Fund Family

Small Blend

Fund Category

1.08B

Net Assets

2007-05-04

Inception Date

Performance Overview: SAGWX

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Trailing returns as of 5/21/2025. Category is Small Blend.

YTD Return

SAGWX
7.86%
Category
20.19%
 

1-Year Return

SAGWX
5.33%
Category
60.18%
 

3-Year Return

SAGWX
6.23%
Category
11.32%
 

5-Year Return

SAGWX
13.53%
Category
13.88%
 

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Holdings: SAGWX

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Sector Weightings

SectorSAGWX
Technology   25.14%
Healthcare   19.86%
Industrials   15.35%
Real Estate   8.24%
Energy   3.07%
Utilities   0.00%

Recent News: SAGWX

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Research Reports: SAGWX

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