Touchstone Small Pany Fund Fundamentals
| TICSX Fund | USD 6.29 0.01 0.16% |
Touchstone Small Pany fundamentals help investors to digest information that contributes to Touchstone Small's financial success or failures. It also enables traders to predict the movement of Touchstone Mutual Fund. The fundamental analysis module provides a way to measure Touchstone Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Touchstone Small mutual fund.
Touchstone |
Touchstone Small Pany Mutual Fund Year To Date Return Analysis
Touchstone Small's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Touchstone Small Year To Date Return | 0.62 % |
Most of Touchstone Small's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Touchstone Small Pany is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Touchstone Small Pany has a Year To Date Return of 0.6202%. This is much higher than that of the Touchstone family and significantly higher than that of the Small Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Touchstone Small Pany Fundamental Drivers 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 Pany is rated top fund in year to date return among similar funds. It is rated top fund in one year return among similar funds reporting about 23.57 of One Year Return per Year To Date Return. 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 Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Touchstone Small's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Touchstone Small could also be used in its relative valuation, which is a method of valuing Touchstone Small by comparing valuation metrics of similar companies.Touchstone Small is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Touchstone Small
The fund consists of 98.38% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Touchstone Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Touchstone Fundamentals
| Total Asset | 24.62 M | ||||
| Year To Date Return | 0.62 % | ||||
| One Year Return | 14.62 % | ||||
| Three Year Return | 2.07 % | ||||
| Five Year Return | 8.71 % | ||||
| Ten Year Return | 9.66 % | ||||
| Net Asset | 903.39 M | ||||
| Cash Position Weight | 1.62 % | ||||
| Equity Positions Weight | 98.38 % |
About Touchstone Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Touchstone Small Pany's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Touchstone Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Touchstone Small Pany based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests at least 80 percent of its assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.
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Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Touchstone Small Pany. 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 state. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.