Morningstar

Touchstone Small Company Fund Class R6 SSRRX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 7.67  /  +0.79 %
  • Total Assets 1.7B
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 71%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:53 AM GMT+0

Morningstar’s Analysis SSRRX

Will SSRRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSRRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSRRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Small Company R6 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SSRRX

More SSRRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Progyny Inc

3.25 56M
Healthcare

BNY Dreyfus Govt Cash Mgmt Instl

2.82 48M
Cash and Equivalents

Haemonetics Corp

2.68 46M
Healthcare

Qualys Inc

2.19 38M
Technology

Onto Innovation Inc

2.16 37M
Technology

Tidewater Inc

2.04 35M
Energy

Kulicke & Soffa Industries Inc

1.93 33M
Technology

LivaNova PLC

1.73 30M
Healthcare

ExlService Holdings Inc

1.70 29M
Technology

Frontdoor Inc

1.65 28M
Consumer Cyclical

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