Fund Research for Touchstone Mid Cap A (TMAPX)

  • Fund Overview

    Fund Inception Date: May 14, 2007
    Category: Mid-Cap Growth
    Overall Risk: Below Average
    Fund Family: Touchstone
    Return Since Inception: -19.44%
    YTD Return: 10.53%
    Yield (TTM): 0.28%
    Net Assets: 368,609.00
    Morningstar Rating:
    2 of 5

    The investment seeks long-term capital growth. The fund invests at least 80% of assets in common stocks of medium capitalization U.S. companies that have the potential for long-term growth and that are attractively priced. A medium capitalization company is one that has a market capitalization that is within the range of market capitalizations represented in the Russell Midcap index. It invests in securities of companies operating in a broad range of industries. The fund may engage in frequent and active trading of securities.

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    Size
    Average Market Cap $3,776 M
    Market Capitalization Portfolio
    Giant 0.00%
    Large 6.48%
    Medium 86.96%
    Small 6.56%
    Micro 0.00%
    Morningstar Rating as of 10/31/2009
    YTD Returns as of 11/27/2009    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 05/31/2007 to 10/31/2009
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 10.53% 15.46% — — — -19.44%
    +/- Category -20.88% -20.43% — — — —
    +/- S&P 500 TR -13.06% -10.65% — — -0.95% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 10/31/2009) -0.93% -5.92% -13.61% -1.62% — -21.35%
    Quarter (as of 09/30/2009) 5.88% -18.76% — — — -19.81%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 11/27/2009
    Index YTD,1yr, 3ys and 5yr Returns as of 11/27/2009 10 yr and Since Inception Returns as of 10/31/2009
    Inception Date: 05/14/2007
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 19.98%
    Service 44.18%
    Manufacturing 35.26%

    Asset Allocation

    Short Long Net Assets
    Cash — 0.58% 0.58%
    Stocks — 99.41% 99.41%
    Bonds — 0.00% 0.00%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 3.99% 3.99%
    Data as of 09/30/2009 Data as of 09/30/2009 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 10/31/2009 Net Assets
    - MCDERMOTT INTL INC (MDR) Industrial Materials 14.80 133.50% 2.14%
    + ALLIANCEBERNSTEIN HOLDING LP (AB) Financial Services 13.93 29.77% 1.99%
    + BIOVAIL CORP (BVF) Healthcare 10.05 47.04% 1.98%
    + BIOVAIL CORP (BVF) Healthcare 10.10 47.04% 1.98%
    * BRANDYWINE RLTY TR (BDN) Financial Services 39.88 35.80% 1.94%
    + IAC INTERACTIVECORP (IACI) Consumer Services 10.56 21.11% 1.92%
    - SBA COMMUNICATIONS CORP (SBAC) Telecom — 77.51% 1.91%
    + SUNTRUST BKS INC (STI) Financial Services — -32.74% 1.86%
    - MCAFEE INC (MFE) Software 38.38 21.20% 1.80%
    - SMUCKER J M CO (SJM) Consumer Goods 16.29 22.02% 1.79%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 11/27/2009
    All other data as of 09/30/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial 5.75%
    Deferred —
    Taken from prospectus dated 05/21/2009
    Expense Ratio (based on net assets) 1.15%
    Taken from annual report dated 09/30/2008

  • Fund Management