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Morningstar

Touchstone Mid Cap Value Y TCVYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 22.40  /  0.58 %
  • Total Assets 853.4 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.02%
  • Turnover 31%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:27 PM GMT+00:00

Morningstar’s Analysis TCVYX

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

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.

No changes to the investment team after a subadvisor change.

Analyst

Summary

| by Eric Schultz

Despite a recent subadvisor change, the tenured investment team remains and earns Touchstone Mid Cap Value’s cheapest share class a Morningstar Analyst Rating of Bronze, while the rest are Neutral.

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