Touchstone Mid Cap Value Class C

 (MUTF:TMFCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.06%  
1 week   +1.12%
   
4 week   +0.65%
   
3 month   +3.76%
   
YTD   +3.26%
   
1 year   +9.29%
   
3 years*   +16.23%
   
5 years*   +11.55%
   
*annualized
Best 3 month return+16.90%  
Worst 3 month return-20.30%  

Morningstar statistics

Morningstar category: Mid-Cap Value
  Return Risk Rating
3 years Below Average Average
5 years Below Average Average
10 years     -     - -
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets349.45M 
Front load-  
Deferred load1.00%  
Expense ratio2.05%  
Management fee-  
Fund familyTouchstone 

Asset allocation

Cash0.77%  
Stocks99.23%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$50  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$50  
17.00-0.11(-0.64%)
Apr 27, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests, under normal conditions, 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 (between $275 million and $33.457 billion as of December 31, 2014) at the time of purchase.
Fund filings (PDF) »
Asset managers:
Jay Willadsen (Started: Oct 10, 2014)
R. Vingers (Started: Oct 10, 2014)
Advisor Company:
Touchstone Advisors Inc
Fund family reports on Morningstar »
Touchstone, 303 Broadway, Suite 1100, PO Box 5354, Cincinnati, OH 45201-5354, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.06 -1.40 -2.78     -
Beta* 0.94 1.02 1.11     -
Mean annual return 0.71 1.20 1.10     -
R-squared* 78.78 88.26 93.04     -
Standard deviation 9.55 10.46 14.92     -
Sharpe ratio 0.89 1.38 0.88     -
* Against standard index

Top 10 holdings

Security Net Assets  
Alexandria Real Estate Equities Inc (ARE) 2.01%  
Synopsys Inc (SNPS) 1.88%  
Cadence Design Systems Inc (CDNS) 1.84%  
Cooper Companies (COO) 1.78%  
JM Smucker Co (SJM) 1.77%  
Equinix Inc (EQIX) 1.76%  
Hartford Financial Services Group Inc (HIG) 1.69%  
American Campus Communities Inc (ACC) 1.68%  
Host Hotels & Resorts Inc (HST) 1.67%  
Microchip Technology Inc (MCHP) 1.64%