Nasdaq - Delayed Quote USD

Touchstone Small Cap Institutional (TSFIX)

14.14
-0.05
(-0.35%)
At close: May 9 at 8:04:27 PM EDT
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  • Previous Close 14.19
  • YTD Return -9.11%
  • Expense Ratio 0.92%
  • Category Small Blend
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 251.52M
  • Beta (5Y Monthly) 1.02
  • Yield 0.35%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.05
  • Inception Date Sep 30, 2009

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.

Touchstone

Fund Family

Small Blend

Fund Category

251.52M

Net Assets

2009-09-30

Inception Date

Performance Overview: TSFIX

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Trailing returns as of 5/8/2025. Category is Small Blend.

YTD Return

TSFIX
9.11%
Category
20.19%
 

1-Year Return

TSFIX
0.62%
Category
60.18%
 

3-Year Return

TSFIX
7.94%
Category
11.32%
 

5-Year Return

TSFIX
12.93%
Category
13.88%
 

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Holdings: TSFIX

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Sector Weightings

SectorTSFIX
Industrials   26.07%
Technology   17.75%
Real Estate   7.51%
Healthcare   6.00%
Utilities   0.00%
Energy   0.00%

Recent News: TSFIX

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Research Reports: TSFIX

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