Touchstone Small Cap Fund Quote

TVOYX Fund  USD 36.55  0.16  0.44%   

Performance

6 of 100

 
Low
 
High
Modest

Odds Of Distress

Less than 40

 
100  
 
Zero
Below Average
Touchstone Small is trading at 36.55 as of the 29th of March 2024; that is 0.44 percent increase since the beginning of the trading day. The fund's open price was 36.39. Touchstone Small has about a 40 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Touchstone Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of April 2022 and ending today, the 29th of March 2024. Click here to learn more.
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. More on Touchstone Small Cap

Moving together with Touchstone Mutual Fund

  0.8USG USCF Gold Strategy Symbol ChangePairCorr
  0.86TEGCX Touchstone Sands CapitalPairCorr
  0.76TEGAX Mid Cap GrowthPairCorr
  0.76TEGIX Mid Cap GrowthPairCorr
  0.76TEGYX Mid Cap GrowthPairCorr
  0.81SAGWX Sentinel Small PanyPairCorr

Touchstone Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Touchstone Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Touchstone Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic IdeaSmall Growth Funds (View all Themes)
Fund ConcentrationTouchstone Funds, Large Funds, Small Value Funds, Small Growth Funds, Small Value, Touchstone, Large, Small Value (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date27th of January 2023
Fiscal Year EndSeptember
Touchstone Small Cap [TVOYX] is traded in USA and was established 29th of March 2024. Touchstone Small is listed under Touchstone category by Fama And French industry classification. The fund is listed under Small Value category and is part of Touchstone family. The entity is thematically classified as Small Growth Funds. This fund at this time has accumulated 126.34 M in assets with no minimum investment requirementsTouchstone Small Cap is currently producing year-to-date (YTD) return of 2.2% with the current yeild of 0.01%, while the total return for the last 3 years was 5.24%.
Check Touchstone Small Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Touchstone Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Touchstone Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Touchstone Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Touchstone Small Cap Mutual Fund Constituents

IWNIShares Russell 2000EtfSmall Value
DARDarling IngredientsStockConsumer Staples
FNBFNB CorpStockFinancials
THGThe Hanover InsuranceStockFinancials
MUSAMurphy USAStockConsumer Discretionary
NPOEnpro IndustriesStockIndustrials
PNFPPinnacle Financial PartnersStockFinancials
More Details

Touchstone Small Target Price Odds Analysis

Based on a normal probability distribution, the odds of Touchstone Small jumping above the current price in 90 days from now is near 1%. The Touchstone Small Cap probability density function shows the probability of Touchstone Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.3944. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Touchstone Small will likely underperform. Additionally, touchstone Small Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 36.55HorizonTargetOdds Above 36.55
99.32%90 days
 36.55 
0.66%
Based on a normal probability distribution, the odds of Touchstone Small to move above the current price in 90 days from now is near 1 (This Touchstone Small Cap probability density function shows the probability of Touchstone Mutual Fund to fall within a particular range of prices over 90 days) .

Touchstone Small Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Touchstone Small market risk premium is the additional return an investor will receive from holding Touchstone Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Touchstone Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Touchstone Small's alpha and beta are two of the key measurements used to evaluate Touchstone Small's performance over the market, the standard measures of volatility play an important role as well.

Touchstone Small Against Markets

Picking the right benchmark for Touchstone Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Touchstone Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Touchstone Small is critical whether you are bullish or bearish towards Touchstone Small Cap at a given time. Please also check how Touchstone Small's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Touchstone Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Bond Analysis

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How to buy Touchstone Mutual Fund?

Before investing in Touchstone Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Touchstone Small. To buy Touchstone Small fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Touchstone Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Touchstone Small fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Touchstone Small Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Touchstone Small Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Touchstone Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Touchstone Small Cap?

The danger of trading Touchstone Small Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Touchstone Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Touchstone Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Touchstone Small Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

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When running Touchstone Small's price analysis, check to measure Touchstone Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Touchstone Small is operating at the current time. Most of Touchstone Small's value examination focuses on studying past and present price action to predict the probability of Touchstone Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Touchstone Small's price. Additionally, you may evaluate how the addition of Touchstone Small to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Touchstone Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Touchstone Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Touchstone Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.