Touchstone Mid Cap Growth Fund Institutional (TEGIX)
40.03
-0.48
(-1.18%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to increase the value of Fund shares as a primary goal and to earn income as a secondary goal. Under normal circumstances, the Fund will invest at least 80% of its assets in common stocks of mid cap U.S. companies. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Mid-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Mid-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Mid-Cap Funds |
| Fund Owner Firm Name | Touchstone Investments |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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1 Year
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3 Months
% Rank:
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Peer Group High
3 Years
% Rank:
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Peer Group High
6 Months
% Rank:
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Peer Group High
5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of December 31, 2024.
| Type | % Net |
|---|---|
| Cash | 0.83% |
| Stock | 98.04% |
| Bond | 1.13% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Axon Enterprise Inc | 4.48% | 527.71 | -0.11% |
| Palantir Technologies Inc | 3.56% | 84.61 | 0.25% |
| Vertiv Holdings Co | 3.46% | 86.62 | 0.27% |
| TransDigm Group Inc | 3.23% | 1353.60 | 0.28% |
| AppLovin Corp | 2.90% | 316.63 | -3.22% |
| HubSpot Inc | 2.72% | 683.10 | -0.59% |
| Ascendis Pharma AS | 2.71% | 153.63 | 1.84% |
| Atlassian Corp | 2.44% | 270.51 | -1.14% |
| Ares Management Corp | 2.16% | 158.93 | -1.28% |
| DexCom Inc | 2.09% | 81.90 | -0.63% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.63% |
| Administration Fee | 212.9K% |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 500000.0 None |
| Minimum Subsequent Investment | 50.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks to increase the value of Fund shares as a primary goal and to earn income as a secondary goal. Under normal circumstances, the Fund will invest at least 80% of its assets in common stocks of mid cap U.S. companies. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Mid-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Mid-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Mid-Cap Funds |
| Fund Owner Firm Name | Touchstone Investments |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
Growth Metrics
| EPS Growth (1Y) | 40.08% |
| EPS Growth (3Y) | 21.27% |
| EPS Growth (5Y) | 25.07% |
| Sales Growth (1Y) | 19.40% |
| Sales Growth (3Y) | 27.63% |
| Sales Growth (5Y) | 25.91% |
| Sales per Share Growth (1Y) | 26.79% |
| Sales per Share Growth (3Y) | 28.38% |
| Operating Cash Flow - Growth Ratge (3Y) | 23.99% |
As of December 31, 2024
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:TEGIX", "name") |
| Broad Asset Class: =YCI("M:TEGIX", "broad_asset_class") |
| Broad Category: =YCI("M:TEGIX", "broad_category_group") |
| Prospectus Objective: =YCI("M:TEGIX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |