Touchstone Small Company Fund Class A
SAGWX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 303 Broadway Cincinnati OH United States of America 45202-4203
- IPO Date
- Feb 26, 1993
- CIK
- 0000711080
- Website
- westernsouthern.com
- Similar Companies
- Business
- Touchstone Small Company Fund Class A (SAGWX) is an open-end mutual fund that seeks growth of capital by investing primarily in common stocks of small-capitalization companies, defined as those with market capitalizations within the range represented by the Russell 2000 Index; it normally invests at least 80% of its assets in such securities, focusing on high-quality firms with superior business models, solid management teams, sustainable growth potential, and attractive valuations, with the flexibility to invest without limitation in foreign securities. The fund offers multiple share classes including Class A (SAGWX), Class C (SSCOX), Institutional Class (SIGWX), Class R6 (TICSX), and Class R (SSRRX), distributed by Touchstone Securities, Inc., a registered broker-dealer and member of FINRA/SIPC; it features a blend investment style within the small blend Morningstar category, with sector allocations emphasizing technology (23.37%), healthcare (18.12%), industrials (13.60%), consumer cyclical (13.10%), and financial services (10.29%), alongside primarily U.S. equity holdings (94.58%) and limited non-U.S. stock (3.00%) and cash (2.42%) exposure. Launched on March 1, 1993, and managed by Jason Ronovech since March 30, 2013, the fund is part of Touchstone Investments, a member of Western & Southern Financial Group headquartered in Cincinnati, Ohio, which has offered actively managed funds since 1994 and operates nationally through intermediaries such as broker-dealers, financial planners, registered investment advisors, and institutions. In recent developments, Touchstone Investments has prioritized strategic sales shifts targeting top-30 RIA aggregators as of August 2025, alongside ongoing portfolio adjustments including new positions in companies like Ameris Bancorp, HF Sinclair Corp., and Viant Technology Inc., and complete sales such as Albany International Corp. in the most recent quarterly commentary; the firm continues its distinctively active approach through sub-advisory partnerships with institutional asset managers, with total net assets under management for SAGWX reaching approximately $1.37 billion.