A solid investment team earns Touchstone Mid Cap Value’s cheapest share class a Morningstar Analyst Rating of Bronze, while the rest are rated Neutral.
Touchstone Mid Cap Value Inst TCVIX
NAV / 1-Day Return
23.07
/
0.82
%
Total Assets
900.8 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.850%
Expense Ratio
0.850%
Fee Level
Average
Longest Manager Tenure
7.30
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
500,000
Status
Open
TTM Yield
0.59%
Turnover
33%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Decent at the right price.
