Touchstone Mid Cap Value lacks an edge; it merits Average People and Process ratings.
Touchstone Mid Cap Value Fund Class Y TCVYX
- NAV / 1-Day Return 27.16 / −1.24 %
- Total Assets 567.6M
-
Adj. Expense Ratio
0.930%
- Expense Ratio 0.980%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Value
- Investment Style Mid Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.99%
- Turnover 32%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:57 AM GMT+0
Morningstar’s Analysis TCVYX
Will TCVYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the TCVYX 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 TCVYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Keysight Technologies Inc | 3.60 | 20M | Technology |
Lumentum Holdings Inc | 3.42 | 19M | Technology |
Regal Rexnord Corp | 2.76 | 16M | Industrials |
WESCO International Inc | 2.65 | 15M | Industrials |
Clean Harbors Inc | 2.57 | 14M | Industrials |
Akamai Technologies Inc | 2.30 | 13M | Technology |
SLB Ltd | 2.22 | 13M | Energy |
Microchip Technology Inc | 2.03 | 11M | Technology |
Reinsurance Group of America Inc | 1.95 | 11M | Financial Services |
First Horizon Corp | 1.93 | 11M | Financial Services |
United States