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Morningstar

Touchstone Mid Cap Growth C TOECX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 33.19  /  −0.21 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    2.100%
  • Expense Ratio 2.100%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 56%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TOECX

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

  • People Pillar

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

Decent at the right price.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Touchstone Mid Cap Growth’s sound approach merits an Above Average Process rating, but concerns about personnel turnover warrant an Average People rating.

by Eric Schultz
Rated on Published on

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Portfolio Holdings TOECX

More TOECX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
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