Reduced conviction in the team managing Touchstone Mid Cap Value leads to a downgrade in its Morningstar Medalist Ratings. The strategy’s cheapest share classes go to Neutral from Bronze; pricier ones fall to Negative from Neutral.
Touchstone Mid Cap Value Y TCVYX
- NAV / 1-Day Return 23.73 / +0.51 %
- Total Assets 827.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.990%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Value
- Investment Style Mid Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.89%
- Turnover 21%
USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0
Morningstar’s Analysis TCVYX
Will TCVYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Regal Rexnord Corp | 2.45 | 17.9 Mil | Industrials |
Clean Harbors Inc | 2.38 | 17.4 Mil | Industrials |
Allstate Corp | 2.30 | 16.8 Mil | Financial Services |
Reinsurance Group of America Inc | 2.25 | 16.5 Mil | Financial Services |
American International Group Inc | 2.17 | 15.8 Mil | Financial Services |
Cencora Inc | 2.09 | 15.3 Mil | Healthcare |
Global Payments Inc | 2.01 | 14.7 Mil | Industrials |
LKQ Corp | 2.00 | 14.6 Mil | Consumer Cyclical |
Axalta Coating Systems Ltd | 1.99 | 14.6 Mil | Basic Materials |
Snap-on Inc | 1.94 | 14.2 Mil | Industrials |