Nasdaq - Delayed Quote USD
Touchstone Mid Cap Value Inst (TCVIX)
23.16
+0.25
+(1.09%)
At close: 8:04:28 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.56% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.04% |
| 5y Average Return | 13.59% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TCVIX | Category Average | TCVIX | Category Average | TCVIX | Category Average | |
| Alpha | -7.88 | -0.09 | -2.18 | -0.07 | -4.46 | -0.06 |
| BETA | 0.95 | 0.01 | 0.88 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 1.01 | 0.01 | 0.69 | 0.01 |
| R-squared | 75.35 | 0.85 | 71.14 | 0.82 | 79.84 | 0.84 |
| Standard Deviation | 17.88 | 0.25 | 16.79 | 0.2 | 17.07 | 0.17 |
| Sharpe Ratio | 0 | 0.01 | 0.55 | 0.01 | 0.37 | 0.01 |
| Treynor Ratio | -1.76 | 0.08 | 9.6 | 0.09 | 5.1 | 0.09 |
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