SAGWX Mutual Fund

SAGWX Mutual Fund (Touchstone Small Company Fund Class A) is managed by Touchstone Investments with $582.6M in net assets. SAGWX expense ratio is 1.15%, holding 78 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1993-03-01.

SAGWX performance shows a YTD return of 14.93%. The 1-year return is 25.26% and the 5-year return is 8.09%. SAGWX dividend yield stands at 5.04%, paid annually.

SAGWX top holdings include Dreyfus Govt Cash Man Ins (3.7%), Liveramp Holdings Inc (2.6%), Haemonetics Corp (2.3%), Progyny Inc (2.2%), Grand Canyon Education Inc (2.1%). Go to all SAGWX holdings, SAGWX sectors, or SAGWX dividends.

SAGWX can be compared against other funds. Use SAGWX overlap to find shared positions, or SAGWX vs another fund for a side-by-side view. SAGWX alternatives are available via the screener, along with tax-loss harvesting opportunities.