Touchstone Mid Cap Value Institutional Class

TCVIX · NASDAQ

Company research

Touchstone Mid Cap Value Institutional Class (TCVIX) is a U.S.-domiciled open-end mutual fund managed by Touchstone Investments and sub-advised by Leeward Investments, LLC, seeking long-term capital growth by investing at least 80% of its total assets in common stocks of mid-capitalization companies, as defined by the Russell Midcap® Index. The fund employs a classic value-driven fundamental investment process, utilizing five valuation screens to identify companies believed to be trading at a discount to their intrinsic value, complemented by in-depth analysis of financial statements, management quality, competitive strategy, and market positioning. With a diversified portfolio of approximately 60 to 80 stocks and a total fund net assets of approximately $581 million, the fund's top sector exposures include Industrials, Financials, and Information Technology, benchmarked against the Russell Midcap® Value Index. Listed on NASDAQ and headquartered in Cincinnati, Ohio, the fund is distributed nationally through intermediaries including broker-dealers, financial planners, and registered investment advisors via Touchstone Securities, Inc.