Touchstone Small Cap Value Fund Q3 2025 Commentary
Summarize this article with:
Touchstone Investments11 FollowersFollow5ShareSavePlay(12min)CommentsSummaryThe Touchstone Small Cap Value Fund (Class A Shares, Load Waived) underperformed its benchmark, the Russell 2000® Value Index, for the quarter ended September 30, 2025.The Fund’s underperformance in the quarter was overwhelmingly driven by the market’s above-mentioned appetite for risk (high volatility, non-earners, small size, and low return on equity) and subpar allocation among sectors.As we enter the fourth quarter, our largest relative overweight position is the Industrials sector, while our largest underweight is in Communication Services. Pawel Kacperek/iStock via Getty Images Fund Highlights Utilizes a classic value-driven fundamental investment process Seeks to identify companies believed to be selling at a discount to their intrinsic value Employs five valuation screens that seek to identify attractively priced This article was written byTouchstone Investments11 FollowersFollowAt Touchstone Investments, we recognize that not all mutual fund companies are created equal. Our commitment to being Distinctively Active means the employment of a fully integrated and rigorous process for identifying and partnering with asset managers who sub-advise our mutual funds and advocating a robust approach to portfolio construction that either uses standalone active strategies or serves as a complement to passive strategies. That is the power of Distinctively Active. Touchstone Funds are offered nationally through intermediaries including broker-dealers, financial planners, registered investment advisors and institutions by Touchstone Securities, Inc. For more information please call 800.638.8194 or visit www.touchstoneinvestments.com Specialties Touchstone Investments helps investors achieve their financial goals by providing access to a distinctive selection of institutional asset managers who are known and respected for proficiency in their specific area of expertise.
Touchstone Securities Inc. is a registered broker-dealer and member FINRA and SIPC Note: This account is not managed or monitored by Touchstone Investments, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Touchstone Investments's official channels.