Advertisement
Skip to Content
Morningstar

Touchstone Value A TVLAX

Morningstar Analyst Rating
Quantitative rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 10.46  /  0.76 %
  • Total Assets 540.5 Mil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.17%
  • Turnover 63%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis TVLAX

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

People Pillar

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

Summary

|

Touchstone Value A's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor