2 / 5 Stars
3 3 4 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#48 in Mid-Cap Blend
U.S. News evaluated 136 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 30.36 percent over the past year, 18.73 percent over the past three years, 16.08 percent over the past five years, and 9.09 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||27.0%|
|3 Years (Annualized)||18.7%|
|5 Years (Annualized)||16.1%|
|10 Years (Annualized)||9.1%|
The investment seeks long-term capital growth. The fund invests, under normal market conditions, 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 (between $298 million and $10.37 billion as of November 30, 2012) at the time of purchase. It will typically hold approximately 30 to 40 securities.
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.