4 / 5 Stars
4 4 5 4 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
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 40.01 percent over the past year, 19.52 percent over the past three years, and 17.42 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||36.9%|
|3 Years (Annualized)||19.5%|
|5 Years (Annualized)||17.4%|
|10 Years (Annualized)||N/A|
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.
Fees are Low compared to funds in the same category.
Touchstone Mid Cap Value Opportunities Fund has an expense ratio of 0.89 percent.
Risk is Low compared to funds in the same category according to Morningstar.