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Mutual Fund Insights: Touchstone Mid Cap Growth C Fund (TOECX)
In-depth Analysis of Touchstone Mid Cap Growth C (TOECX)
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Last Trade: $15.37 on 11/20/2009, Change: -0.07 (-0.45%)
Fund Manager - William A. Muggia
Fund Manager Tenure: 10.6 yearsFundmojo Fund Grade: C (Score: 0.54) (What does this score mean?)William A. Muggia serves as chief investment officer since 2001, responsible for covering Healthcare and Energys ectors. William A. Muggia was executive vice president.
Category Average: 16.23% , -5.36% , 1.68% | Category Average: 1.46% | Category Average: 130.04% |
What we like about Touchstone Mid Cap Growth C Fund (TOECX)
Data for Touchstone Mid Cap Growth C Fund (TOECX) as of October 31, 2009
- Touchstone Mid Cap Growth C Fund (TOECX) management has been with Touchstone Mid Cap Growth C Fund for 10.6 years
- Touchstone Mid Cap Growth C Fund (TOECX) has good mid-term performance (3-year return -4.66% vs -5.36% Mid-Cap Growth category average)
- Touchstone Mid Cap Growth C Fund (TOECX) has good Long-term performance (5-year return 2.45% vs 1.68% Mid-Cap Growth category average)
- Touchstone Mid Cap Growth C Fund (TOECX) ratio of up-years vs down years is greater than 2
- Touchstone Mid Cap Growth C Fund (TOECX) has an annual stock turnover rate of 71.00% vs Mid-Cap Growth average of 130.04%. It is good that Touchstone Mid Cap Growth C management does not trade extensively for its return.
- Touchstone Mid Cap Growth C Fund (TOECX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.49, lower than category average of 23.37
What we are cautious about Touchstone Mid Cap Growth C Fund (TOECX)
Data for Touchstone Mid Cap Growth C Fund (TOECX) as of October 31, 2009
- Touchstone Mid Cap Growth C Fund (TOECX) has a less-than-ideal short-term performance (1-year return 15.35% vs 16.23% Mid-Cap Growth category average)
- Touchstone Mid Cap Growth C Fund (TOECX) has a Morningstar rating of 3 and below
- Touchstone Mid Cap Growth C Fund (TOECX) is less safe compared to its Mid-Cap Growth peers
- Touchstone Mid Cap Growth C Fund (TOECX) does not have a good risk adjusted return as its 3-year Alpha of 3.24 is worse than category average of 3.31, and its 3-year Sharpe ratio is -0.22
- Touchstone Mid Cap Growth C Fund (TOECX) has a higher management fee of 2.25% than its Mid-Cap Growth average of 1.46%
- Touchstone Mid Cap Growth C Fund (TOECX) carries a front-end load of % and 1.00% backend load
Interested in other top mutual funds in similar Mid-Cap Growth category?
Below are some additional Mid-Cap Growth mutual funds generated out of our database
- BB&T Special Opportunities Equity A (BOPAX) [ Compare BOPAX with TOECX ]
- Brown Capital Mgmt Mid-Cap Instl (BCMSX) [ Compare BCMSX with TOECX ]
- Hartford MidCap HLS IA (HIMCX) [ Compare HIMCX with TOECX ]
- Browse other funds in Mid-Cap Growth Category
Touchstone Mid Cap Growth C Fund (TOECX) Net Asset
Track net asset change of Touchstone Mid Cap Growth C fund (TOECX)
| Date | Net Asset |
| 10/2009 | $200.32M |
| 09/2009 | $211.55M |
| 08/2009 | $201.51M |
Touchstone Mid Cap Growth C Fund (TOECX) Portfolio Allocation
Track portfolio allocation change of Touchstone Mid Cap Growth C fund (TOECX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 2.32% | 97.68% | 0% | 0% |
| 06/2009 | 3.02% | 96.97% | 0% | 0% |
| 03/2009 | 5.42% | 94.58% | 0% | 0% |
Most Recent Top 10 Holdings in Touchstone Mid Cap Growth C Fund (TOECX)
Discover what Touchstone Mid Cap Growth C Fund (TOECX) manager is buying
WEATHERFORD INTL LTD [1.82%] CONS ENERGY INC [1.76%] Shire plc [1.69%] MSC INDUSTRIAL DRCT [1.67%] NATL OILWELL VARCO [1.66%] Vertex Pharmaceuticals Incorpor [1.65%] Bed Bath & Beyond Inc. [1.62%] Life Technologies Corporation [1.54%] ANNALY CAPITAL MANAG [1.51%] | WEATHERFORD INTL LTD [2.39%] Vertex Pharmaceuticals Incorpor [1.9%] [1.69%] MSC INDUSTRIAL DRCT [1.66%] Shire plc [1.64%] Bed Bath & Beyond Inc. [1.62%] CONS ENERGY INC [1.62%] METTLER TOLEDO INTL [1.56%] ANNALY CAPITAL MANAG [1.54%] | Vertex Pharmaceuticals Incorpor [1.95%] Shire plc [1.95%] DAVITA INC [1.74%] B M C SOFTWARE [1.7%] MSC INDUSTRIAL DRCT [1.68%] Cognizant Technology Solutions [1.68%] NICE-Systems Limited [1.67%] DEVRY INC [1.63%] ANNALY CAPITAL MANAG [1.63%] |
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
