Touchstone Small Financials
| TVOYX Fund | USD 34.55 0.05 0.14% |
Touchstone |
Please note that past performance is not an indicator of the future performance of Touchstone Small, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Touchstone Small Fund Summary
Touchstone Small competes with Gabelli Convertible, Calamos Dynamic, Harbor Convertible, Columbia Convertible, and Lord Abbett. The fund invests, under normal market conditions, at least 80 percent of its assets in common stocks of companies with small market capitalizations. For purposes of the fund, a small capitalization company has a market capitalization at the time of purchase within the range represented in the Russell 2000 Value Index at the time of purchase. The market capitalization range of the Russell 2000 Value Index will change with market conditions. The fund will hold approximately 80 to 115 securities.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Touchstone Funds Group |
| Mutual Fund Family | Touchstone |
| Mutual Fund Category | Small Value |
| Benchmark | NYSE Composite |
| Phone | 800 543 0407 |
| Currency | USD - US Dollar |
You should never invest in Touchstone Small Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Touchstone Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Touchstone Small's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Touchstone Small Key Financial Ratios
Generally speaking, Touchstone Small's financial ratios allow both analysts and investors to convert raw data from Touchstone Small's financial statements into concise, actionable information that can be used to evaluate the performance of Touchstone Small over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Touchstone Small Cap reports annually and quarterly.Touchstone Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Touchstone Small's current stock value. Our valuation model uses many indicators to compare Touchstone Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Touchstone Small competition to find correlations between indicators driving Touchstone Small's intrinsic value. More Info.Touchstone Small Cap is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Touchstone Small Cap is roughly 10.99 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Touchstone Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Touchstone Small's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Touchstone Small's earnings, one of the primary drivers of an investment's value.Touchstone Small Cap Systematic Risk
Touchstone Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Touchstone Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Touchstone Small Cap correlated with the market. If Beta is less than 0 Touchstone Small generally moves in the opposite direction as compared to the market. If Touchstone Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Touchstone Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Touchstone Small is generally in the same direction as the market. If Beta > 1 Touchstone Small moves generally in the same direction as, but more than the movement of the benchmark.
Touchstone Small Thematic Clasifications
Touchstone Small Cap is part of Small Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business
This theme covers Funds with small to mid capitalization growth equities. Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. Get More Thematic Ideas
Touchstone Small Cap is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 2.17 Billion. Touchstone Small holds roughly 126.34 Million in net asset claiming about 6% of funds listed under Small Value category.| Small Growth Funds | View |
Touchstone Small April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Touchstone Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Touchstone Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Touchstone Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Touchstone Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Touchstone Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.13 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 4.47 | |||
| Value At Risk | (2.12) | |||
| Potential Upside | 1.47 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Touchstone Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.