Nasdaq - Delayed Quote USD

Touchstone Mid Cap Growth Inst (TEGIX)

37.01 +0.49 (+1.34%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.15%
5y Average Return 8.93%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Sep 9, 2024) 42.51%
Worst 1Y Total Return (Sep 9, 2024) --
Best 3Y Total Return 42.51%
Worst 3Y Total Return 2.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TEGIX
Category
YTD
5.44%
10.80%
1-Month
3.88%
4.43%
3-Month
3.54%
7.00%
1-Year
14.24%
48.17%
3-Year
-0.49%
21.26%
5-Year
9.92%
20.18%
10-Year
10.63%
14.07%
Last Bull Market
32.62%
27.14%
Last Bear Market
-22.26%
-21.26%

Annual Total Return (%) History

Year
TEGIX
Category
2024
--
--
2023
24.71%
--
2022
-25.88%
--
2021
16.26%
--
2020
27.43%
39.26%
2019
42.51%
32.52%
2018
-3.49%
-6.65%
2017
24.54%
23.91%

2016
4.97%
6.03%
2015
1.25%
-0.95%
2014
13.33%
7.00%
2013
35.22%
34.93%
2012
20.29%
14.07%
2011
--
-3.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.11% -7.47% -- --
2023 7.91% 7.20% -5.22% 13.74%
2022 -8.04% -22.26% -3.00% 6.88%
2021 -0.82% 9.81% 1.86% 4.79%
2020 -22.22% 27.36% 7.58% 19.58%
2019 21.13% 5.65% -0.03% 11.39%
2018 3.35% 4.77% 5.73% -15.70%
2017 7.60% 6.06% 3.58% 5.36%
2016 -1.35% -0.12% 6.36% 0.17%
2015 6.22% -1.72% -9.76% 7.48%

2014 3.12% 3.32% -1.39% 7.87%
2013 11.27% 0.92% 8.26% 11.23%
2012 18.22% -5.39% 5.65% 1.80%
2011 -23.13% 6.71% -- --

Rank in Category (By Total Return)

YTD 79
1-Month 5
3-Month 61
1-Year 68
3-Year 37
5-Year 44

Load Adjusted Returns

1-Year 14.24%
3-Year -0.49%
5-Year 9.92%
10-Year 10.63%

Performance & Risk

YTD Return 1.15%
5y Average Return 8.93%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Touchstone
Net Assets 1.3B
YTD Return 5.44%
Yield 0.00%
Morningstar Rating
Inception Date Feb 02, 2009

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its assets in common stocks of mid-cap U.S. companies. A mid-cap company is defined as a company, at the time of purchase, which has a market capitalization between $1.5 billion and $12 billion or falls within the range of market capitalizations represented in the Russell Midcap® Index. The size of the companies in the Russell Midcap® Index will change with market conditions.

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