Touchstone Small Company Fund

Sub-Advised by Fort Washington Investment Advisors Inc.1

  • Cincinnati, Ohio-based firm was founded in 1990
  • Team has an average of 19 years of experience
  • Seeks to exploit small cap market inefficiencies
  • Research process focused on four stages of the equity investment cycle 


Touchstone Small Company Fund Features

  • Seeks to invest primarily in common stocks of small companies with a market capitalization of less than $4 billion at the time of purchase
  • Research intensive approach focuses on finding high quality companies that are believed to have improving business models, solid management teams, sustainable growth potential and favorable industry dynamics
  • Quality companies are those that possess the following traits:
    • Consistent earnings
    • Reasonable valuations
    • Low debt levels
    • Solid free cash flows
    • Strong management with a history of good capital allocation
(as of 3/31/18)
Touchstone Small Company Fund Overall 3 Year 5 Year 10 Year
A Shares (SAGWX)
C Shares (SSCOX)
Y Shares (SIGWX)
R6 Shares (SSRRX)
Funds in Small Growth Category 592 531 402

* As of 3/31/18. Active Share is not a performance measurement. There are no assurances that any strategy or investment approach will meet its objectives. This information should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Past performance is not indicative of future results.

1 Formerly known as the Sentinel Small Company Fund

The Morningstar Rating TM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. 

Class A Shares star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms.

Please consider the investment objectives, risks, charges and expenses of the fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the fund. To obtain a prospectus or a summary prospectus, contact your financial advisor or download and/or request one at or call Touchstone at 800.638.8194. Please read the prospectus and/or summary prospectus carefully before investing.

Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost.

Investment products offered are not FDIC insured, may lose value and have no bank guarantee.

Touchstone Funds are distributed by Touchstone Securities, Inc.*

*A registered broker-dealer and member FINRA/SIPC

Touchstone is a member of Western & Southern Financial Group

© 2018 Touchstone Securities, Inc. All rights reserved.

The Touchstone Investments service mark has been registered with the U.S. Patent and Trademark Office for financial services.