Touchstone Emerging Markets Small Cap Fund Class A

 (MUTF:TEMAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.44%
   
1 week   +2.16%
   
4 week   +0.26%
   
3 month   +4.80%
   
YTD   +33.18%
   
1 year   +32.40%
   
3 years*   +2.27%
   
5 years*   +0.50%
   
*annualized
Best 3 month return+18.39%  
Worst 3 month return-18.02%  

Morningstar statistics

Morningstar category: Diversified Emerging Mkts
  Return Risk Rating
3 years Below Average Below Average
5 years Low Below Average
10 years     -     - -
Overall Low Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets13.72M 
Front load5.75%  
Deferred load-  
Expense ratio1.69%  
Management fee-  
Fund familyTouchstone 

Asset allocation

Cash1.02%  
Stocks98.55%  
Bonds0.00%  
Other0.44%  

Purchase information

Initial$2,500  
Additional$50  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$50  
11.43+0.07(0.62%)
Nov 21, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in equity securities of small-cap companies located in emerging markets. For purposes of this fund, small-cap companies are those companies with market capitalizations at the time of investment either (1) below $5 billion, or (2) below the market capitalization of the largest company within the Morgan Stanley Capital International ("MSCI") Emerging Markets Small Cap Index, whichever is higher.
Fund filings (PDF) »
Asset managers:
H. Shea (Started: Apr 19, 2016)
Stephen Dexter (Started: Apr 19, 2016)
Advisor Company:
Touchstone Advisors Inc
Fund family reports on Morningstar »
Touchstone, 303 Broadway, Suite 1100, PO Box 5354, Cincinnati, OH 45201-5354, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -4.42 -3.52 -6.59     -
Beta* 1.18 0.93 0.94     -
Mean annual return 1.74 0.20 0.06     -
R-squared* 41.77 68.21 65.53     -
Standard deviation 10.56 13.75 13.47     -
Sharpe ratio 1.90 0.14 0.03     -
* Against standard index

Top 10 holdings

Security Net Assets  
Edelweiss Financial Services Ltd (EDELWEISS) 1.61%  
China Resources Cement Holdings Ltd (CJRCF) 1.56%  
Bizlink Holding Inc (3665) 1.54%  
West China Cement Ltd (WCHNF) 1.54%  
Indraprastha Gas Ltd (IGL) 1.52%  
Lonking Holdings Ltd (LONKF) 1.52%  
Yanlord Land Group Ltd (YLDGF) 1.50%  
EVRAZ PLC (EVRZF) 1.48%  
Primax Electronics Ltd (4915) 1.47%  
E Ink Holdings Inc (8069) 1.46%