Skip to Content
Morningstar

Touchstone Mid Cap Value Inst TCVIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Touchstone Investments Investment Hub

Morningstar’s Analysis TCVIX

Will TCVIX 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 TCVIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor