Mutual Funds - Profile

Touchstone Mid Cap Growth Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The sub-advisor’s investment process starts with companies in the benchmark index and narrows the list to those with a proven history of earnings growth.

Next, the research team with the help of qualitative research identifies companies that are estimated to continue or accelerate earnings growth in the next one to three years.

Then the team uses valuation guidelines to favor companies that are priced low in relation to their perceived long-term earnings power.

The team employs More

Price

  • Last Close
  • $35.81
    +0.81
  • 52 Week HL
  • $45.52 - $33.98
  • Net Assets
  • $1460 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Zendesk Inc 3.4
IDEXX Laboratories 2.9
Chipotle Mexican 2.8
Fortinet, Inc 2.6
Mettler-Toledo International, 2.6
Company Holding
Global Payments, 2.5
Dexcom, Inc 2.3
Microchip Technology, 2.3
Ross Stores, 2.2
ICON PLC 2.2
Total 25.8%

Manager

  • Name
  • William A. Muggia
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-10.2 % YTD

  • 3 Year
  • 30.59%
  • 5 Year
  • 63.22%
  • Best
  • 46.14%
    1999
  • Worst
  • -39.43%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
TEGAX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.3% -0.9% -22.3% 21.1% 3.3% 7.5% -1.4% 6.2% 3% 11.2% -
Q2 - 9.7% 27.2% 4.5% 7% 6% -0.2% -1.9% 3.2% 2.2% -
Q3 - 6.4% 7.5% -1.1% 5.3% 3.5% 6.3% -9.8% -1.5% 7.4% -
Q4 - -9.7% 11.8% 3.8% -15.3% 4.9% 0.1% 7.2% 7.8% 11.1% -

Returns +
M

J F M A M J J A S O N D
2022 -10.2% - - - - - - - - - - -
2021 -2.9% 4.1% -1.9% 7.1% -0.7% 3.2% 1.9% 3.5% 0.8% -1.1% -1.7% -11.6%

Annual
Return

Index Comparison

Alpha

NAV