Touchstone Mid Cap Value Fund Class A

Frequently Asked Questions About TCVAX

What does TCVAX invest in?

The fund invests, under normal conditions, at least 80% of its net assets (including borrowings for investment purposes) in common stocks of companies with medium market capitalizations. 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 size of the companies in the Russell Midcap Value Index will change with market conditions. The fund will hold approximately 60 to 80 securities.

What is the expense ratio of TCVAX?

Touchstone Mid Cap Value Fund Class A (TCVAX) charges an expense ratio of 1.17%. This is the annual fee deducted from fund assets to cover management and operations.

How big is TCVAX?

Touchstone Mid Cap Value Fund Class A (TCVAX) manages $570.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is TCVAX actively managed or an index fund?

TCVAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was TCVAX launched?

Touchstone Mid Cap Value Fund Class A (TCVAX) launched in October 2009 and is managed by the fund issuer.

How has TCVAX performed?

TCVAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.