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Morningstar

Touchstone Mid Cap C TMCJX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 47.03  /  −0.80 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 18%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis TMCJX

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

  • People Pillar

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

Strength in Touchstone Mid Cap C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TMCJX

More TMCJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Entegris Inc

5.34 310.8 Mil
Technology

Armstrong World Industries Inc

3.87 225.5 Mil
Industrials

Vulcan Materials Co

3.83 223.0 Mil
Basic Materials

Copart Inc

3.82 222.6 Mil
Industrials

AerCap Holdings NV

3.62 210.7 Mil
Industrials

Otis Worldwide Corp Ordinary Shares

3.48 202.7 Mil
Industrials

Fidelity National Information Services Inc

3.39 197.4 Mil
Technology

Pool Corp

3.39 197.2 Mil
Industrials

Lamb Weston Holdings Inc

3.33 193.8 Mil
Consumer Defensive

NewMarket Corp

3.25 189.1 Mil
Basic Materials