Despite a recent subadvisor change, the tenured investment team remains and earns Touchstone Mid Cap Value’s cheapest share class a Morningstar Analyst Rating of Bronze, while the rest are Neutral.
Will TCVIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TCVIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TCVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TCVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.