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Touchstone Value Fund (TVLAX)

10.47
-0.68
(-6.10%)
At close: April 4 at 8:02:18 PM EDT
Loading Chart for TVLAX
  • Previous Close 11.15
  • YTD Return -1.37%
  • Expense Ratio 1.08%
  • Category Large Value
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 568.8M
  • Beta (5Y Monthly) 0.87
  • Yield 1.14%
  • 5y Average Return --
  • Holdings Turnover 28.00%
  • Last Dividend 0.04
  • Inception Date Apr 12, 2012

The fund normally invests in equity securities of large- and mid-cap companies (generally, companies with market capitalizations of approximately $2.5 billion or higher) that the fund's sub-advisor believes are undervalued. As part of this strategy, the fund may invest up to 15% of its assets in foreign equity securities. Equity securities include common and preferred stocks and depositary receipts.

Touchstone

Fund Family

Large Value

Fund Category

568.8M

Net Assets

2012-04-12

Inception Date

Performance Overview: TVLAX

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Trailing returns as of 4/3/2025. Category is Large Value.

YTD Return

TVLAX
1.37%
Category
4.44%
 

1-Year Return

TVLAX
5.79%
Category
14.37%
 

3-Year Return

TVLAX
7.60%
Category
6.04%
 

5-Year Return

TVLAX
18.11%
Category
9.20%
 

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Holdings: TVLAX

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Sector Weightings

SectorTVLAX
Healthcare   11.43%
Energy   11.39%
Technology   10.82%
Utilities   8.21%
Industrials   6.78%
Real Estate   4.97%

Recent News: TVLAX

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Research Reports: TVLAX

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