Touchstone Diversified Small Cap Value A
303 Broadway Suite 1100 Cincinnati OH 45202
Map
Phone: 800-543-0407
| Category: | Small Value | | Fund Family: | Touchstone | | Net Assets: | 560.00K | | Year-to-Date Return: | -21.72% | | Yield: | 0.52% | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Nov-06 |
|
Lawrence Creatura
Lead Manager since
28-Feb-96 | | | Creatura is a specialist in portfolio construction and risk control at Clover Capital Management, Inc. He conducts investment research in real estate related industries and contributes to Clovers quantitative research work. Prior to joining Clover in 1994, Creatura spent several years in laser research for medical applications. Creatura holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term total return. The fund normally at least 80% of assets in common stocks of U.S companies with small market capitalizations that possess attractive long-term return potential because of their lower than average valuations and improving fundamental business outlooks. Small cap companies are defined as companies with market capitalizations in the range of those market capitalizations of companies included in the Russell 2000 Value index. It invests in securities of companies operating in a broad range of industries based primarily on quantitative, fundamental and technical analysis. |
| Last Dividend
(30-Sep-08):
| 0.08 | | Last Cap Gain
(18-Dec-07):
| 5.26 | | Annual Holdings Turnover
| 79.00% | | Average for Category:
| 84.20% |
|
| Expense | TCSAX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.52% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$989 | $693 | | 5 Yr Expense Projection*: |
$1,285 | $1,059 | | 10 Yr Expense Projection*: |
$2,123 | $2,055 |
|
|
2.63% Nasdaq 0.00%
Profile
