Morningstar

Touchstone Mid Cap Fund Class Z TMCTX

Morningstar Medalist Rating
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Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $55.69  /  +0.61 %
  • Fund Size $3.1B
  • Adjusted Expense Ratio 1.230%
  • Net Expense Ratio 1.230%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis TMCTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Mid Cap Z holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings TMCTX

More TMCTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AerCap Holdings NV

5.84 180M
Industrials

Dollar Tree Inc

5.36 165M
Consumer Defensive

Keysight Technologies Inc

4.84 149M
Technology

NewMarket Corp

4.64 143M
Basic Materials

Allison Transmission Holdings Inc

4.42 136M
Consumer Cyclical

Somnigroup International Inc

4.36 134M
Consumer Cyclical

Entegris Inc

4.17 128M
Technology

Armstrong World Industries Inc

4.14 127M
Industrials

M&T Bank Corp

3.94 121M
Financial Services

CBRE Group Inc Class A

3.62 111M
Real Estate

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