I hereby represent that I:

» am an institutional investor that is a "qualified client" as that term is defined in Rule 205-3(d)(1) under the Investment Advisers Act of 1040, as amended; and

» have such knowledge and experience in financial and business matters that I am capable of evaluating the merits and risks of the investments that may be presented to me by Touchstone Investments.

Close I agree

Touchstone Small Cap Value Opportunities Fund


The Fund seeks long-term capital growth by investing primarily in stocks of small-cap U.S. companies.

Investment Style

  • Seeks to invest in small-cap companies it believes present a value that is not recognized by prevailing market prices or that have experienced some fundamental changes and are intrinsically undervalued by the investment community
  • Uses a combination of quantitative and qualitative methods beginning with a four-factor valuation screen that attempts to assess a company's attractiveness based on both absolute and sectorrelative valuation of cash flows, the relative earnings prospects of the company and the stock's recent price action
  • Explores numerous factors that might affect the outlook for a company such as evaluating publicly available information including but not limited to sell-side research, company filings, and trade periodicals
  • Applies a consistent and disciplined review in a team environment that encourages critical thinking and analysis for each company considered for investment
A Word About Risk

The Fund invests in equities which are subject to market volatility and loss. The Fund invests in stocks of small-cap companies, which may be subject to more erratic market movements than stocks of larger, more established companies. The Fund invests in value stocks which may not appreciate in value as anticipated or experiences a decline in value. The Fund invests in preferred stocks which are relegated below bonds for payment should the issuer be liquidated and can be called or redeemed prior to maturity, negatively impacting the stock's price when interest rates decline. The Fund may experience higher portfolio turnover which may lead to increased fund expenses, lower investment returns, and higher short-term capital gains taxable to shareholders. The Fund may focus its investments in the securities of certain sectors that may be more susceptible to economic, business or political developments which may affect other securities in the areas of focus thereby increasing risk. Current and future portfolio holdings are subject to risk. The advisor engages the sub-advisor to manage the Fund's portfolio; the sub-advisor's judgment may impact the Fund's performance.

Visit our Literature Center to find all the forms and literature you need.

Select Share Class:  A  |  C  |  Y  |  INST

Fund Facts

A Shares
CUSIP 89154X286
Touchstone Fund Number 2877
Portfolio Turnover Rate1 95%
Total Annual Fund Operating Expense Ratio2 2.47%
Net Annual Fund Operating Expense Ratio2 1.51%
Total Net Assets as of 3/31/2014 $6,999,865
Inception Date 7/31/2003

Fiscal Year End June 30th
Benchmark Russell 2000 Value Index3
Prospectus Date 10/30/2013

1 Annualized as of 6/30/2013

2 Touchstone Advisors has contractually agreed to waive a portion of its fees and/or reimburse certain Fund expenses in order to limit annual fund operating expenses (excluding Acquired Fund Fees and Expenses "AFFE") to 1.50% for Class A Shares, 2.25% for Class C Shares, 1.25% for Class Y Shares and 1.10% for Class INST Shares. These expense limitations will remain in effect until at least 10/29/14.

3 The Russell 2000® Value Index measures the performance of those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values. Investing in an index is not possible.

All Russell® Indices are trademarks/service marks of the Frank Russell Company. Russell is a trademark of the Frank Russell Company. The Frank Russell Company (FRC) is the source and owner of the data contained or reflected in this material and all trademarks and copyrights related thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Touchstone Investments presentation of the data, and FRC is not responsible for the formatting or configuration of this material or for any inaccuracy in the presentation thereof.

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 Touchstoneinvestments.com/home/formslit/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.