Morningstar

Touchstone Mid Cap Value Class A TCVAX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 27.12  /  −0.15 %
  • Total Assets 566.6M
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.220%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.74%
  • Turnover 32%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:43 AM GMT+0

Morningstar’s Analysis TCVAX

Will TCVAX outperform in the 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 TCVAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TCVAX 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 TCVAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Recent outperformance hasn’t improved this strategy’s prospects.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Touchstone Mid Cap Value lacks an edge; it merits Average People and Process ratings.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TCVAX

More TCVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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