| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
5
2
1
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
U.S. News evaluated 113 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 26.09 percent over the past year, 14.93 percent over the past three years, and 5.85 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 19.0% |
| 1 Year | 26.1% |
| 3 Years (Annualized) | 14.9% |
| 5 Years (Annualized) | 5.8% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide investors with long-term capital growth. The fund normally invests at least 80% of its assets in equity securities of mid-cap companies. For purposes of this fund, mid-cap companies are those companies with market capitalizations at the time of investment similar to the market capitalizations of companies in the Russell Midcap® Value Index. The size of the companies in the Russell Midcap® Value Index will change with market conditions. Equity securities include common and preferred stocks. It may also invest in small-cap companies.
Fees
Fees are Low compared to funds in the same category.
Touchstone Mid Cap Value Opportunities Fund has an expense ratio of 1.31 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
