- What does SAGWX invest in?
- The fund's core objective is to achieve long-term capital appreciation for its investors. It commits a substantial portion—at least 80% of its total assets—to enterprises classified as small-capitalization companies. These smaller firms are specifically defined by market values that align with the constituents of the Russell 2000® Index. The sub-advisor employs a rigorous selection process, targeting businesses that demonstrate exceptional quality, possess distinctive business models, are led by robust management teams, exhibit potential for enduring growth, and are currently valued attractively. Furthermore, the fund retains complete discretion to invest in international securities without any imposed limitations.
- What is the expense ratio of SAGWX?
- Touchstone Small Company Fund Class A (SAGWX) charges an expense ratio of 1.15%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SAGWX?
- Touchstone Small Company Fund Class A (SAGWX) manages $1.70B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SAGWX actively managed or an index fund?
- SAGWX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (SAGWX's is 1.15%) because there's no security selection cost.
- When was SAGWX launched?
- Touchstone Small Company Fund Class A (SAGWX) launched in February 1993 and is managed by the fund issuer.
- How has SAGWX performed?
- SAGWX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
