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Touchstone Mid Cap Value A TCVAX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 22.24  /  −0.67 %
  • Total Assets 784.7 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.84%
  • Turnover 21%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 AM GMT+0

Morningstar’s Analysis TCVAX

Will TCVAX outperform in future?

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

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

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.

Rated on Published on

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Portfolio Holdings TCVAX

  • 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