Touchstone Small Cap Value Fund Class C is a mutual fund that primarily targets long-term capital appreciation by investing in the stocks of small-cap companies. The fund follows a classic value-driven, fundamental investment approach, seeking out companies that appear undervalued relative to their intrinsic worth. Its portfolio is diversified, typically consisting of 80 to 115 different securities, which helps manage risk while maintaining a focus on potential value opportunities. By concentrating on small-cap companies, the fund positions itself within a segment of the market known for its growth potential and volatility, as smaller firms often exhibit higher price fluctuations compared to larger, more established entities. The strategy benchmarks its performance against the Russell 2000 Value Index, emphasizing its commitment to the value investing style within the small-cap sector. With total assets under management of approximately $176 million and an expense ratio reflective of active management, the fund serves investors seeking exposure to undervalued small-cap U.S. equities within a professionally managed framework.
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