Touchstone Small Cap Fund Manager Performance Evaluation
| TVOIX Fund | USD 45.25 0.14 0.31% |
The entity has a beta of 1.06, which indicates a somewhat significant risk relative to the market. Touchstone Small returns are very sensitive to returns on the market. As the market goes up or down, Touchstone Small is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Touchstone Small Cap are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Touchstone Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Exclusive Sequoia Doesnt Want a King to Run Its 9 Billion Hedge Fund - The Wall Street Journal | 12/05/2025 |
2 | Touchstone Small Cap Value Fund Q3 2025 Commentary - Seeking Alpha | 12/16/2025 |
| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 0.9400 |
Touchstone |
Touchstone Small Relative Risk vs. Return Landscape
If you would invest 4,009 in Touchstone Small Cap on November 6, 2025 and sell it today you would earn a total of 516.00 from holding Touchstone Small Cap or generate 12.87% return on investment over 90 days. Touchstone Small Cap is currently producing 0.2071% returns and takes up 1.0184% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Touchstone, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Touchstone Small Current Valuation
Undervalued
Today
Please note that Touchstone Small's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Touchstone Small Cap has a current Real Value of $48.46 per share. The regular price of the fund is $45.25. We determine the value of Touchstone Small Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Touchstone Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Touchstone Mutual Fund. However, Touchstone Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 45.25 | Real 48.46 | Hype 45.25 | Naive 44.39 |
The intrinsic value of Touchstone Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Touchstone Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Touchstone Small Cap helps investors to forecast how Touchstone mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Touchstone Small more accurately as focusing exclusively on Touchstone Small's fundamentals will not take into account other important factors: Touchstone Small Target Price Odds to finish over Current Price
The tendency of Touchstone Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 45.25 | 90 days | 45.25 | nearly 4.45 |
Based on a normal probability distribution, the odds of Touchstone Small to move above the current price in 90 days from now is nearly 4.45 (This Touchstone Small Cap probability density function shows the probability of Touchstone Mutual Fund to fall within a particular range of prices over 90 days) .
Touchstone Small Price Density |
| Price |
Predictive Modules for Touchstone Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Touchstone Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Touchstone Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Touchstone Small is not an exception. The market had few large corrections towards the Touchstone Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Touchstone Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Touchstone Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 1.06 | |
σ | Overall volatility | 1.64 | |
Ir | Information ratio | 0.12 |
Touchstone Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Touchstone Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Touchstone Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: FHYIX ETF Analysis Dividends, Returns NASDAQFHYIX - TradingView Track All Markets | |
| The fund maintains 98.9% of its assets in stocks |
Touchstone Small Fundamentals Growth
Touchstone Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Touchstone Small, and Touchstone Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Touchstone Mutual Fund performance.
| Price To Earning | 19.56 X | |||
| Price To Book | 1.78 X | |||
| Price To Sales | 1.16 X | |||
| Total Asset | 121.53 M | |||
About Touchstone Small Performance
Evaluating Touchstone Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Touchstone Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Touchstone Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests, under normal market conditions, at least 80 percent of its assets in common stocks of companies with small market capitalizations. For purposes of the fund, a small capitalization company has a market capitalization at the time of purchase within the range represented in the Russell 2000 Value Index at the time of purchase. The market capitalization range of the Russell 2000 Value Index will change with market conditions. The fund will hold approximately 80 to 115 securities.Things to note about Touchstone Small Cap performance evaluation
Checking the ongoing alerts about Touchstone Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Touchstone Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: FHYIX ETF Analysis Dividends, Returns NASDAQFHYIX - TradingView Track All Markets | |
| The fund maintains 98.9% of its assets in stocks |
- Analyzing Touchstone Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Touchstone Small's stock is overvalued or undervalued compared to its peers.
- Examining Touchstone Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Touchstone Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Touchstone Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Touchstone Small's mutual fund. These opinions can provide insight into Touchstone Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Touchstone Mutual Fund
Touchstone Small financial ratios help investors to determine whether Touchstone Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Touchstone with respect to the benefits of owning Touchstone Small security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |