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 companies with medium market capitalizations. 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 $1.104 billion to $36.68 billion as of December 31- 2017) at the time of purchase.


1 month-1.34% 3 years+7.66%
3 months-3.14% 5 years+10.72%
1 year+4.44% Since inception+12.74%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+10.72%+13.25%
Expense ratio1.47%1.13%
Risk 5 year sharpe ratio1.060.98
Net assets$740.2M$1.8B
Average market cap$9.6B$10.7B
Average P/E22.715.5
Portfolio turnover43%43%

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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. stock95.88%
International stock1.84%
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 Corp2.36%
AER AerCap Holdings NV1.84%
AMP Ameriprise Financial Inc1.80%
SIVB SVB Financial Group1.77%
DOV Dover Corp1.75%
MTSI MACOM Technology Solutions Holdings Inc1.75%
ALL Allstate1.75%
ARE Alexandria Real Estate Equities Inc1.72%
BWA BorgWarner Inc1.71%
PNW Pinnacle West Capital Corp1.70%