Touchstone Mid Cap Growth benefits from a solid approach but concerns about personnel turnover limit its Morningstar Medalist Rating to Bronze for its cheapest share classes; more expensive ones are rated Neutral.
Touchstone Mid Cap Growth Y TEGYX
- NAV / 1-Day Return 36.86 / −0.46 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.030%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 56%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis TEGYX
Will TEGYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
TransDigm Group Inc | 3.76 | 53.2 Mil | Industrials |
Copart Inc | 3.04 | 43.0 Mil | Industrials |
DexCom Inc | 2.83 | 40.1 Mil | Healthcare |
Ascendis Pharma A/S ADR | 2.78 | 39.3 Mil | Healthcare |
Builders FirstSource Inc | 2.67 | 37.8 Mil | Industrials |
Ross Stores Inc | 2.56 | 36.3 Mil | Consumer Cyclical |
Vertiv Holdings Co Class A | 2.43 | 34.4 Mil | Industrials |
Constellation Brands Inc Class A | 2.32 | 32.8 Mil | Consumer Defensive |
HubSpot Inc | 2.26 | 32.0 Mil | Technology |
Fair Isaac Corp | 2.24 | 31.7 Mil | Technology |