Morningstar

Touchstone Mid Cap Growth Fund Class R6 TFGRX

Morningstar Medalist Rating
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Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $45.36  /  −0.11 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 0.790%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $50,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 85%
NAV and 1-Day Return as of

Morningstar’s Analysis TFGRX

Will TFGRX outperform in the 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 TFGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TFGRX 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 TFGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Competitive.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Despite personnel changes, Touchstone Mid Cap Growth’s sound approach earns an Above Average Process rating; the strategy’s People rating is Average.

by Eric Schultz
Rated on Published on

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Portfolio Holdings TFGRX

More TFGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

4.91 116M
Technology

Cloudflare Inc

4.04 95M
Technology

Ascendis Pharma AS

3.52 83M
Healthcare

Axon Enterprise Inc

2.96 70M
Industrials

Natera Inc

2.66 63M
Healthcare

Howmet Aerospace Inc

2.56 60M
Industrials

Cencora Inc

2.48 58M
Healthcare

Robinhood Markets Inc Class A

2.27 54M
Financial Services

BNY Dreyfus Govt Cash Mgmt Instl

2.15 51M
Cash and Equivalents

Live Nation Entertainment Inc

2.08 49M
Communication Services

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