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Touchstone Mid Cap Value Class A (TCVAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap value
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests- under normal conditions- at least 80% of its net assets (including borrowings for investment purposes) in common stocks of medium capitalization companies. For purposes of the fund- a medium capitalization company has a market capitalization within the range of market capitalization represented in the Russell Midcap -® Index (between $643 million to $57.53 billion as of December 31- 2016) at the time of purchase.


1 month-0.96% 3 years+9.32%
3 months+6.11% 5 years+14.55%
1 year+12.77% Since inception+13.52%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+14.55%+12.71%
Expense ratio1.59%1.14%
Risk 5 year sharpe ratio1.381.13
Net assets$719.8M$1.8B
Average market cap$9.3B$10.3B
Average P/E21.318.4
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyTouchstone
Fund manager & tenureR. Vingers / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


U.S. stock95.15%
International stock1.86%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 25.43%
Consumer goods 13.28%
Industrial materials 11.36%
Utilities 10.48%
Energy 10.15%
Top 10 Holdings
Portfolio weighting
LKQ LKQ Corp2.59%
IWS iShares Russell Mid-Cap Value ETF1.96%
DOV Dover Corp1.88%
AER AerCap Holdings NV1.85%
BWA BorgWarner Inc1.78%
PNW Pinnacle West Capital Corp1.75%
CSRA CSRA Inc1.71%
DTE DTE Energy Co1.68%
AMP Ameriprise Financial Inc1.64%
FIS Fidelity National Information Services Inc1.64%