Touchstone Mid Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
2 2 4 3 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 112 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.74 percent over the past year, and 14.54 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 7.2%
1 Year 22.7%
3 Years (Annualized) 14.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund invests 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 at the time of purchase. The sub-advisor generally limits the fund's weight in a sector to 10% over or under the sector's weight in the Russell Midcap Value Index, except for the financial sector, which may be underweighted by up to 15%. It will hold approximately 60 to 80 securities.

Fees

Fees are Low compared to funds in the same category.
Touchstone Mid Cap Value Fund has an expense ratio of 1.04 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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