2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#168 in Mid-Cap Growth
U.S. News evaluated 223 Mid-Cap Growth 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 30.21 percent over the past year, 12.04 percent over the past three years, 23.07 percent over the past five years, and 8.53 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.4%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||23.1%|
|10 Years (Annualized)||8.5%|
The investment seeks to increase the value of fund shares as a primary goal and to earn income as a secondary goal. Under normal circumstances, the fund will invest at least 80% of its assets in common stocks of mid-cap U.S. companies. A mid-cap company has a market capitalization $1.5 billion and $12 billion or within the range of market capitalizations represented in the Russell Midcap® Index (between $487 million and $30.3 billion as of June 28, 2013. The size of the companies in the Russell Midcap® Index will change with market conditions.
Fees are Low compared to funds in the same category.
Touchstone Mid Cap Growth Fund has an expense ratio of 1.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.