Touchstone Mid Cap Fund Class C (TMCJX)

Overview

This fund focuses on investing primarily in common stocks of medium-sized U.S. listed companies, adhering to a strategy that mandates at least 80% of its assets be allocated to such investments under normal market conditions. It defines medium capitalization companies based on the market cap range found within the Russell Midcap® Index at the time of purchase, which varies with market conditions. The fund's investment philosophy is rooted in targeting companies within this specific size range to potentially capitalize on the unique growth opportunities and risk profiles associated with mid-cap companies.

Products and Services

• Investment in Medium Capitalization U.S. Listed Companies

  The fund commits at least 80% of its assets to equities of medium capitalization companies in the U.S., selecting firms whose market capitalization aligns with those found in the Russell Midcap® Index. This approach is meant to leverage the growth potential and market resilience of mid-sized companies, which can often combine the agility of smaller firms with the stability of larger corporations. This strategy offers investors a balanced exposure, potentially leading to both growth and value investing opportunities within the mid-cap segment.

• Alignment with Russell Midcap® Index Market Capitalization Range

  By ensuring that the market capitalization of the selected companies falls within the range of the Russell Midcap® Index at the time of purchase, the fund aims to maintain a focused investment approach that adheres to its medium capitalization criteria. This alignment with the Russell Midcap® Index helps in providing a clear framework for identifying potential investment opportunities, based on a recognized benchmark that reflects market dynamics and the evolving nature of mid-cap company valuations.