Morningstar

Touchstone Mid Cap Value Class A TCVAX

Morningstar Medalist Rating
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Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $27.02  /  +0.45 %
  • Fund Size $537.0M
  • Adjusted Expense Ratio 1.170%
  • Net Expense Ratio 1.220%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.78%
  • Turnover Ratio 32%
NAV and 1-Day Return as of

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

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Portfolio Holdings TCVAX

More TCVAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Keysight Technologies Inc

2.80 15M
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Clean Harbors Inc

2.71 14M
Industrials

Agilent Technologies Inc

2.43 13M
Healthcare

Microchip Technology Inc

2.39 13M
Technology

Rogers Corp

2.30 12M
Technology

Reinsurance Group of America Inc

2.30 12M
Financial Services

Regal Rexnord Corp

2.27 12M
Industrials

Encompass Health Corp

2.09 11M
Healthcare

PTC Inc

2.07 11M
Technology

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