Touchstone Mid Cap Value’s solid investment team uses a fairly standard value approach, resulting in a Morningstar Analyst Rating of Neutral for most share classes; the cheapest Institutional shares are upgraded to Bronze
Touchstone Mid Cap Value Y TCVYX
NAV / 1-Day Return
24.44
/
0.37
%
Total Assets
905.0 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.
0.980%
Expense Ratio
0.980%
Fee Level
Average
Longest Manager Tenure
6.57
years
Category
Mid-Cap Value
Investment Style
Mid ValueMin. Initial Investment
2,500
Status
Open
TTM Yield
0.41%
Turnover
37%
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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 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.
A decent option at the lowest price.
