Mid Cap Growth Fund Quote
| TOECX Fund | USD 40.54 0.22 0.54% |
PerformanceStrong
| Odds Of DistressLow
|
Mid Cap is trading at 40.54 as of the 19th of July 2025; that is 0.54 percent decrease since the beginning of the trading day. The fund's open price was 40.76. Mid Cap has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its assets in common stocks of mid-cap U.S. companies. A mid-cap company is defined as a company, at the time of purchase, which has a market capitalization between 1.5 billion and 12 billion or falls within the range of market capitalizations represented in the Russell Midcap Index. More on Mid Cap Growth
Moving together with Mid Mutual Fund
Mid Mutual Fund Highlights
| Fund Concentration | Touchstone Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Touchstone, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Mid Cap Growth [TOECX] is traded in USA and was established 19th of July 2025. Mid Cap is listed under Touchstone category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Touchstone family. This fund at this time has accumulated 1.15 B in assets with no minimum investment requirementsMid Cap Growth is currently producing year-to-date (YTD) return of 7.92%, while the total return for the last 3 years was 15.67%.
Check Mid Cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Mid Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Mid Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Mid Cap Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Mid Cap Growth Mutual Fund Constituents
| TRU | TransUnion | Stock | Industrials | |
| TPR | Tapestry | Stock | Consumer Discretionary | |
| JBHT | JB Hunt Transport | Stock | Industrials | |
| FIS | Fidelity National Information | Stock | Financials | |
| ULTA | Ulta Beauty | Stock | Consumer Discretionary | |
| FTNT | Fortinet | Stock | Information Technology | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| HLT | Hilton Worldwide Holdings | Stock | Consumer Discretionary |
Mid Cap Growth Risk Profiles
| Mean Deviation | 0.9338 | |||
| Semi Deviation | 0.74 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.58 |
Mid Cap Against Markets
Other Information on Investing in Mid Mutual Fund
Mid Cap financial ratios help investors to determine whether Mid Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mid with respect to the benefits of owning Mid Cap security.
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