Touchstone Mid Cap Value Class C

 (MUTF:TMFCX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.54%
   
1 week   +1.38%
   
4 week   +0.42%
   
3 month   +3.81%
   
YTD   +6.22%
   
1 year   +15.67%
   
3 years*   +12.80%
   
5 years*   -  
*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     -     - -
10 years     -     - -
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets283.58M 
Front load-  
Deferred load1.00%  
Expense ratio2.05%  
Management fee-  
Fund familyTouchstone 

Asset allocation

Cash1.84%  
Stocks98.17%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$50  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$50  
16.83-0.07(-0.41%)
Jul 25, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests 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 at the time of purchase. The sub-advisor generally limits the fund's weight in a sector to 10% over or under the sector's weight in the Russell Midcap Value Index, except for the financial sector, which may be underweighted by up to 15%. It will hold approximately 60 to 80 securities.
Fund filings (PDF) »
Asset manager:
Donald Cleven (Started: Sep 30, 2009)
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* -3.29 -5.28     -     -
Beta* 1.04 1.17     -     -
Mean annual return 1.68 1.14     -     -
R-squared* 90.81 94.44     -     -
Standard deviation 10.30 14.80     -     -
Sharpe ratio 1.95 0.92     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
Spectra Energy Corp (SE) 1.85%  
JM Smucker Co (SJM) 1.80%  
Molson Coors Brewing Co (TAP) 1.75%  
Fifth Third Bancorp (FITB) 1.75%  
Synopsys Inc (SNPS) 1.73%  
Alexandria Real Estate Equities Inc (ARE) 1.71%  
EQT Corp (EQT) 1.65%  
American Campus Communities Inc (ACC) 1.65%  
SunTrust Banks Inc (STI) 1.62%  
Patterson Companies Inc (PDCO) 1.62%