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Touchstone Small Company Fund Class A: (MF: SAGWX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:55 PM ET

$6.39 USD

-0.07 (-1.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.58 85
3 months 7.33 47
6 months 11.24 68
1 Year 6.66 65
3 Year 10.88 40
5 Year 8.63 35
10 Year 11.78 25

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 138.23
Bear Market (10/07 - 2/09) -46.19
Bull Market (2/09 - 3/21) 750.88

Load Adjusted Returns as of Jan 31, 2026

1 Year 4.32
5 Year 7.55
10 Year 10.12
Since Inception 10.64

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.19 7.92 6.67 2.51
2024 5.55 -1.86 9.17 0.18
2023 2.69 3.83 -2.91 11.80
2022 -7.06 -15.39 -1.75 10.54
2021 13.09 4.38 -0.90 5.31

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.589.5313.2815.74-14.6123.2017.5821.39-8.6017.3019.13
% Total Return Rel to Index 0.00-8.68-11.73-10.503.59-5.47-0.81-10.10-4.20-4.497.19
% Total Return Rel to Peer 0.002.231.36-0.334.903.89-1.41-4.042.171.703.18
% Perf Quintile vs Peer* 0.000.000.003.002.003.003.005.002.002.003.00
% Dividends 0.000.000.010.000.000.000.000.000.000.000.00
% Yield NA0.000.150.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.360.350.010.121.140.010.280.620.470.42
Expense Ratio 0.001.151.181.191.171.201.151.121.101.181.22

* 1 = Top 20%, 5 = Bottom 20%