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Morningstar

Touchstone Mid Cap Growth A TEGAX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 34.04  /  −1.13 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 56%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis TEGAX

Will TEGAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TEGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TEGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TEGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A reasonable option.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Touchstone Mid Cap Growth benefits from a solid approach but concerns about personnel turnover limit its Morningstar Medalist Rating to Bronze for its cheapest share classes; more expensive ones are rated Neutral.

by Eric Schultz
Rated on Published on

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Portfolio Holdings TEGAX

More TEGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TransDigm Group Inc

3.76 53.2 Mil
Industrials

Copart Inc

3.04 43.0 Mil
Industrials

DexCom Inc

2.83 40.1 Mil
Healthcare

Ascendis Pharma A/S ADR

2.78 39.3 Mil
Healthcare

Builders FirstSource Inc

2.67 37.8 Mil
Industrials

Ross Stores Inc

2.56 36.3 Mil
Consumer Cyclical

Vertiv Holdings Co Class A

2.43 34.4 Mil
Industrials

Constellation Brands Inc Class A

2.32 32.8 Mil
Consumer Defensive

HubSpot Inc

2.26 32.0 Mil
Technology

Fair Isaac Corp

2.24 31.7 Mil
Technology