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.
Touchstone Mid Cap Growth Inst TEGIX
- NAV / 1-Day Return 39.24 / +0.46 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.880%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield —
- Turnover 56%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:23 PM GMT+0
Morningstar’s Analysis TEGIX
Will TEGIX 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 25.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
TransDigm Group Inc | 3.41 | 43.8 Mil | Industrials |
DexCom Inc | 3.10 | 39.8 Mil | Healthcare |
Ross Stores Inc | 2.67 | 34.3 Mil | Consumer Cyclical |
Ascendis Pharma A/S ADR | 2.56 | 32.8 Mil | Healthcare |
Rockwell Automation Inc | 2.51 | 32.3 Mil | Industrials |
Builders FirstSource Inc | 2.36 | 30.3 Mil | Industrials |
Copart Inc | 2.33 | 29.9 Mil | Industrials |
IDEXX Laboratories Inc | 2.31 | 29.7 Mil | Healthcare |
HubSpot Inc | 2.31 | 29.7 Mil | Technology |
Fair Isaac Corp | 2.30 | 29.6 Mil | Technology |