TCVIX – Touchstone Mid Cap Value Inst Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund invests, under normal conditions, at least 80% of its net assets (including borrowings for investment purposes) in common stocks of companies with medium market capitalizations. For purposes of the fund, a medium capitalization company has a market capitalization within the range of market capitalization represented in the Russell Midcap ® Index at the time of purchase. The size of the companies in the Russell Midcap Value Index will change with market conditions. The fund will hold approximately 60 to 80 securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TCVYX	Touchstone Mid Cap Value Fund Class Y	No Load	Open			Sep 30, 2009	$135.15M	0.930%	Average	$2,500	−$16.50M
TCVIX	Touchstone Mid Cap Value Institutional Class	Institutional	Open			Sep 30, 2009	$390.51M	0.840%	Average	$500,000	−$75.97M
TCVAX	Touchstone Mid Cap Value Class A	Front Load	Open			Sep 30, 2009	$15.58M	1.170%	Average	$2,500	−$1.63M
TMFCX	Touchstone Mid Cap Value Class C	Level Load	Open			Sep 30, 2009	$1.04M	1.920%	Average	$2,500	$14,299.66

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