Mutual Funds - Profile

Touchstone Mid Cap Fund

US > Mid-Cap > Core

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 begins with identifying companies that are lagging in market price or trading at a discount to their estimated intrinsic value not yet recognized by investors.

The research team utilizes a proprietary quantitative model for evaluating stocks on the basis of return on capital, earnings to value ratio, free cash flow and return on equity characteristics.

The team then narrows the investable universe to financially stable companies that are consistently generating high returns on More

Price

  • Last Close
  • $47.81
    +0.36
  • 52 Week HL
  • $50.4 - $42.76
  • Net Assets
  • $4630 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Entegris Inc 6.8
Skyworks Solutions, 5.5
CarMax, Inc 4.6
Post Holdings 4.3
Copart, Inc 4.2
Company Holding
Vulcan Materials 4.2
Cincinnati Financial 4.0
Old Dominion 4.0
Citrix Systems, 3.7
Armstrong World 3.5
Total 44.8%

Manager

  • Name
  • Stephen M. Goddard
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-1.8 % YTD

  • 3 Year
  • 46.53%
  • 5 Year
  • 71.97%
  • Best
  • 35.47%
    2013
  • Worst
  • -5.41%
    2015

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
TMPIX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.8% 5.9% -22.4% 15.4% 0.9% 4% 3.7% 3.7% 0.5% 16.7% -
Q2 - 3.1% 17.8% 4.5% 6.4% 2.1% 3.3% -1.7% 3.6% 2.9% -
Q3 - 1.3% 7.9% 5.2% 3.4% 6.1% 2.6% -8.8% -0.5% 2% -
Q4 - 4.3% 12% 2% -10.9% 6.5% 5.2% 1.8% 5.9% 10% -

Returns +
M

J F M A M J J A S O N D
2022 -1.8% - - - - - - - - - - -
2021 -1.3% 3.7% 3.5% 2.9% -0.6% 0.9% 0.1% 0.6% 0.6% -0.5% 2% -0.1%

Annual
Return

Index Comparison

Alpha

NAV