Touchstone Small Company Fund Class A (SAGWX) Research
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.
Market snapshot
- Symbol
- SAGWX
- Price
- $6.69
- Day change
- +0.90%
- Market cap
- $1.6B
- 52-week range
- 5.81-6.74
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Boston Trust Walden Small Cap Fund (BOSOX)
- Harbor Large Cap Value Fund Institutional Class (HAVLX)
- JOHCM Emerging Markets Opportunities Fund - Investor Shares (JOEAX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX)
- Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX)
- Schwab Target 2035 Index Fund Institutional Shares (SWYFX)
- Schwab Target 2050 Index Fund Institutional Shares (SWYMX)
- Wasatch Small Cap Growth Fund Investor Class (WAAEX)
Open Touchstone Small Company Fund Class A (SAGWX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.