2 / 5 Stars
3 2 4 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#74 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.19 percent over the past year, 14.74 percent over the past three years, 22.21 percent over the past five years, and 8.65 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.8%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||8.7%|
The investment seeks long-term capital growth. The fund invests at least 80% of its assets in common stocks of medium capitalization U.S. listed companies. For purposes of the fund, a medium capitalization company has a market capitalization found within the range of market capitalization represented in the Russell Midcap® Index at the time of purchase. It will typically hold approximately 30 to 40 securities. The fund invests for the long term and attempts to minimize turnover in an effort to reduce transaction costs and taxes. The portfolio management team seeks companies that are trading at 30-40% discount to intrinsic value.
Fees are Low compared to funds in the same category.
Touchstone Mid Cap Fund has an expense ratio of 1.21 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.