Fund Evaluator:
Touchstone Small Company Y (SIGWX)
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Best Performing in Small Blend Over the Last Year
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Fund Details
Touchstone Small Company Y Overview
Touchstone Small Company Y (SIGWX) is an actively managed U.S. Equity Small Blend fund. Touchstone launched the fund in 2007.
The investment seeks growth of capital. The fund invests at least 80% 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.
About Touchstone Small Company Y (SIGWX)
There are 1 members of the management team with an average tenure of 13.26 years: Jason Ronovech (2013). Management tenure is more important for actively managed funds than passive index funds.
The fund has 2 primary benchmarks: Russell 3000 TR USD index with a weighting of 100% and Russell 2000 TR USD index with a weighting of 100%. Touchstone Small Company Y has 78 securities in its portfolio. The top 10 holdings constitute 21.7% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
Touchstone Small Company Y is part of the Equity global asset class and is within the U.S. Equity fund group. Touchstone Small Company Y has 1.0% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 95.3%. There is 1.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Touchstone Small Company Y has 3.7% of the portfolio in cash.
Assets Under Management
The fund has $964 million in total assets, which is above the $694 million average for the Small Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
SIGWX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Touchstone Small Company Y expense ratio is high compared to funds in the Small Blend category. Touchstone Small Company Y has an expense ratio of 0.90%, which is 14% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Touchstone Small Company Y has a portfolio turnover rate of 47%, indicating that holds its assets around 0.0 years. By way of comparison, the average portfolio turnover is 65% for the Small Blend category.
Recently, in the month of June 2026, Touchstone Small Company Y returned 5.7%, which earned it a grade of C, as the Small Blend category had an average return of 5.9%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
Touchstone Small Company Y has a trailing yield of 0.00%, which is below the 0.41% category average. The fund normally distributes its income annually and its capital gains semi-annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Touchstone Small Company Y Grades
Year to date, the fund has returned 12.2%, 9.5 percentage points worse than the category, which translates into a grade of F. The fund has returned 23.1% over the past year (grade of F), 15.0% over the past three years (grade of D) and 7.8% per year over the past five years (grade of C) and 11.9% per year over the past 10 years (grade of B).
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SIGWX Trailing NAV Total Returns Data as of 6/30/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| SIGWX Return (NAV) | 5.7% | 14.7% | 23.1% | 15.0% | 7.8% | 11.9% |
| SIGWX Grade | C | F | F | D | C | B |
| +/- Category | -0.2% | -5.0% | -10.9% | -1.3% | -0.1% | 0.7% |
| Small Blend Avg | 5.9% | 19.8% | 33.9% | 16.4% | 7.9% | 11.2% |
| SIGWX Tax Cost Ratio | na | na | 1.4% | 1.0% | 1.6% | 1.6% |
SIGWX Annual NAV Total ReturnsData as of 6/30/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| SIGWX Return (NAV) | 12.2% | 9.8% | 13.6% | 16.2% | -14.4% | 23.7% | 17.9% | 21.6% | -8.2% | 17.6% | 19.7% |
| SIGWX Grade | F | B | B | C | B | C | B | F | A | A | C |
| +/- Category | -9.5% | 1.9% | 2.0% | -0.3% | 2.1% | 0.5% | 3.5% | -3.9% | 3.7% | 3.5% | -0.5% |
| Small Blend Avg | 21.7% | 7.9% | 11.6% | 16.5% | -16.5% | 23.2% | 14.4% | 25.5% | -11.8% | 14.1% | 20.2% |
| Risk Measures | |
| Standard Deviation: | 16.4% |
| Total Risk Index: | 1.34 - High |
| Category Risk Index: | 0.89 - Low |
| Category Risk Grade: | A (12% Rank) |
| Beta: | 0.95 |
| R-Squared: | 57% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Small-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 0.0% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Semi-Annually |
| Total Assets: | $1719 Mil |
| Fund Total Assets: | $ 965 Mil |
| Share Class Type: | No Load |
| Portfolio Turnover: | 47% |
Management Team
| Number of Managers: 1 | |||
| Longest Tenure: 13.3 years | |||
| Average Tenure: 13.3 years | |||
| Managers (Year): Ronovech Jason (2013) | |||
Portfolio Composition (as of 3/31/26)
| # of Holdings: | 78 |
| % in Top 10 Holdings: | 21.7% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 1.0% |
Portfolio Allocation |
|
| Domestic Stock: | 95.3% |
| Foreign Stock: | 1.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 3.7% |
Purchase Information
| Fund Family: | Touchstone |
| Phone Number: | 800-543-0407 |
| Website: | www.touchstoneInvestments.com |
| Status: | Open |
| Inception Date: | May 4, 2007 |
| Min. Initial Purchase: | $2,500 |
| Min. Initial IRA Purchase: | $1,000 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | na |
Expenses and Fees | |
| Expense Ratio (%): | 0.90% ( Rating : High ) |
| Category Average Expense Ratio (%): | 1.05% |
| Share Class: | Touchstone Small Company A |
| Min. Subsequent Purchase: | $ 50 |
| Min. Subsequent IRA Purchase: | $ 50 |
