2 / 5 Stars
2 2 4 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#59 in Mid-Cap Value
U.S. News evaluated 108 Mid-Cap Value 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 33.89 percent over the past year, and 15.34 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||28.1%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 $298 million and $20.37 billion as of November 30, 2012) at the time of purchase. 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 Value Fund has an expense ratio of 1.29 percent.
Risk is Average compared to funds in the same category according to Morningstar.