Skip to Content
Morningstar

Touchstone Mid Cap Value Inst TCVIX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 22.45  /  0.00
  • Total Assets 767.9 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.91%
  • Turnover 21%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

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

Portfolio Holdings TCVIX

More TCVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Regal Rexnord Corp

2.74 22.8 Mil
Industrials

Allstate Corp

2.61 21.8 Mil
Financial Services

Clean Harbors Inc

2.54 21.1 Mil
Industrials

Dreyfus Government Cash Mgmt Instl

2.48 20.7 Mil
Cash and Equivalents

Cencora Inc

2.27 18.9 Mil
Healthcare

Leidos Holdings Inc

2.14 17.8 Mil
Technology

Ameriprise Financial Inc

2.04 17.0 Mil
Financial Services

LKQ Corp

2.04 16.9 Mil
Consumer Cyclical

AerCap Holdings NV

1.98 16.5 Mil
Industrials

Encompass Health Corp

1.98 16.5 Mil
Healthcare