- What does TOECX invest in?
- The fund's principal objective is to achieve capital appreciation for its shareholders, while a secondary aim is to generate income. Under typical market conditions, the fund commits a minimum of 80% of its holdings to common equities of U.S. companies classified as mid-capitalization. A mid-cap company is defined, at the point of investment, as one with a market capitalization between $1.5 billion and $12 billion, or one whose market capitalization falls within the range represented by the Russell Midcap® Index. It is worth noting that the market capitalization parameters of the companies within the Russell Midcap® Index are dynamic and will adjust according to prevailing market circumstances.
- What is the expense ratio of TOECX?
- Touchstone Mid Cap Growth Fund Class C (TOECX) charges an expense ratio of 2.00%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is TOECX?
- Touchstone Mid Cap Growth Fund Class C (TOECX) is one share class of a fund that manages $1.59B across all of its share classes (TEGAX, TEGIX, TEGYX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is TOECX actively managed or an index fund?
- TOECX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (TOECX's is 2.00%) in exchange for the discretion to over- or under-weight positions.
- When was TOECX launched?
- Touchstone Mid Cap Growth Fund Class C (TOECX) launched in September 1994 and is managed by the fund issuer.
- How has TOECX performed?
- TOECX'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.
