Touchstone Mid Cap Value Institutional Class

Frequently Asked Questions About TCVIX

What does TCVIX invest in?

The fund's main goal is to increase the value of your investment over time. It typically invests at least 80% of its total assets (including any money borrowed for investing) in common shares of companies with mid-range market capitalizations. For this fund, a mid-capitalization company is defined as one whose market value falls within the spectrum of companies included in the Russell Midcap® Index at the point of purchase. It's worth noting that the market capitalization range defining the Russell Midcap Index is not static and will adjust with changing market conditions. The portfolio generally consists of around 60 to 80 different stocks.

What is the expense ratio of TCVIX?

Touchstone Mid Cap Value Institutional Class (TCVIX) charges an expense ratio of 0.84%. This is the annual fee deducted from fund assets to cover management and operations.

How big is TCVIX?

Touchstone Mid Cap Value Institutional Class (TCVIX) manages $572.8M 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 TCVIX actively managed or an index fund?

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

When was TCVIX launched?

Touchstone Mid Cap Value Institutional Class (TCVIX) launched in October 2009 and is managed by the fund issuer.

How has TCVIX performed?

TCVIX'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.