About TVOAX
Touchstone Small Cap Value Fund Class A is a mutual fund focused on delivering long-term capital growth by investing primarily in the common stocks of small-cap companies in the United States. Employing a value-driven investment approach, the fund seeks out businesses that exhibit lower valuations relative to their fundamentals, aiming to capitalize on opportunities within companies that may be underappreciated by the broader market. The portfolio is diversified across multiple sectors, with notable allocations to technology, financial services, consumer cyclical, industrials, healthcare, and utilities, as evidenced by its top holdings like Harmonic Inc., Wintrust Financial Corp, and Murphy USA Inc. The fund typically maintains at least 80% of its assets in small-cap stocks, as defined by the lower end of the U.S. equity market capitalization spectrum. Touchstone Small Cap Value Fund Class A is recognized in the small value category, reflecting its focus on companies characterized by lower-than-average growth rates and price ratios, often offering higher dividend yields. This fund plays a key role for investors looking to access the growth potential and diversification benefits of the small-cap value segment within the broader financial market.
Fund Family Touchstone
Category Small Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol TVOAX
Share Class Class A
Index Russell 2000 Value TR
TVOAX had a total return of 18.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.61%.
