Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.80% 4.958B 0.00% 18.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-52.86M 13.11% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital growth. The fund invests, under normal market conditions, at least 80% of its assets in common stocks of medium capitalization U.S. listed companies. For purposes of the fund, a medium capitalization company has a market capitalization found within the range of market capitalizations represented in the Russell Midcap ® Index at the time of purchase. The size of the companies in the Russell Midcap ® Index will change with market conditions.
General
Security Type Mutual Fund
Oldest Share Symbol TMCPX
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index --
Prospectus Objective Growth
Fund Owner Firm Name Touchstone
Prospectus Benchmark Index
Russell Mid Cap TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
J. Brian Campbell 9.91 yrs
Jonathan Moody 9.91 yrs
Mark DeVaul 9.91 yrs
Stephen Goddard 9.91 yrs
Samuel Hutchings 5.84 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 70
-52.86M
-1.289B Category Low
3.356B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of October 31, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of November 30, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
9.47%
-5.47%
15.64%
20.23%
-3.17%
36.29%
12.57%
9.44%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
23.18%
12.97%
-9.72%
12.58%
10.41%
-11.08%
31.20%
8.09%
21.84%
11.02%
1.83%
18.45%
15.62%
-10.83%
28.12%
9.25%
18.88%
12.78%
-6.85%
13.92%
15.18%
-11.89%
32.74%
9.60%
16.23%
8.94%
-3.14%
16.16%
9.87%
-12.04%
22.53%
14.88%
20.26%
As of November 30, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (11-30-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 22.22
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of September 30, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of September 30, 2021

Asset Allocation

As of September 30, 2021.
Type % Net % Long % Short
Cash 3.55% Upgrade Upgrade
Stock 96.45% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Entegris Inc 7.14% 148.49 1.65%
Copart Inc 4.99% 142.47 -1.85%
Old Dominion Freight Line Inc Ordinary Shares 4.44% 350.58 -1.29%
Post Holdings Inc 4.20% 94.88 -1.78%
CarMax Inc 4.16% 140.38 -0.62%
Cincinnati Financial Corp 4.12% 112.83 -0.94%
Vulcan Materials Co 3.91% 188.99 -1.38%
Otis Worldwide Corp Ordinary Shares 3.78% 80.44 0.05%
Skyworks Solutions Inc 3.69% 150.14 -1.00%
Dreyfus Government Cash Mgmt Instl 3.55% 1.00 0.00%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee Upgrade
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks long-term capital growth. The fund invests, under normal market conditions, at least 80% of its assets in common stocks of medium capitalization U.S. listed companies. For purposes of the fund, a medium capitalization company has a market capitalization found within the range of market capitalizations represented in the Russell Midcap ® Index at the time of purchase. The size of the companies in the Russell Midcap ® Index will change with market conditions.
General
Security Type Mutual Fund
Oldest Share Symbol TMCPX
Equity Style Mid Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Blend
Category Index --
Prospectus Objective Growth
Fund Owner Firm Name Touchstone
Prospectus Benchmark Index
Russell Mid Cap TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
J. Brian Campbell 9.91 yrs
Jonathan Moody 9.91 yrs
Mark DeVaul 9.91 yrs
Stephen Goddard 9.91 yrs
Samuel Hutchings 5.84 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (11-30-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 22.22
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of September 30, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of September 30, 2021

Fund Details

Key Dates
Inception Date 2/22/2021
Last Annual Report Date 9/30/2020
Last Prospectus Date --
Share Classes
TMAPX A
TMCJX C
TMCPX No Load
TMCTX No Load
TMPIX Inst
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No