Touchstone Mid Cap Value Institutional Class
TCVIX
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- Touchstone Mid Cap Value Institutional Class (TCVIX) is an open-end mutual fund that seeks capital appreciation by investing, under normal conditions, at least 80% of its net assets in common stocks of medium-market-capitalization companies, defined as those within the market capitalization range represented by the Russell Midcap Value Index at the time of purchase; the fund typically holds 60 to 80 securities with a portfolio turnover of approximately 37%. Key holdings include Keysight Technologies Inc. (2.58%), Allstate Corp. (2.30%), Clean Harbors Inc. (2.30%), WESCO International Inc. (2.26%), and Encompass Health Corp. (2.19%), with sector allocations emphasizing industrials (16.85%), financial services (15.14%), technology (12.93%), utilities (11.01%), and healthcare (10.10%), predominantly in U.S. stocks (96.05%). Launched on September 30, 2009, and managed by R. Vingers and Jay Willadsen since October 10, 2014, the fund is part of Touchstone Funds Group Trust, distributed by Touchstone Securities, Inc., a subsidiary of Western & Southern Financial Group headquartered in Cincinnati, Ohio. Touchstone Investments, the fund's adviser founded in 1994, oversees assets under management approaching $30 billion across its lineup of mutual funds and actively managed ETFs as of early 2025. In recent developments, Touchstone Investments appointed Benjamin Alge as president in March 2025 following the retirement of E. Blake Moore Jr., who oversaw AUM growth from $17.4 billion and the 2021 acquisition of select AIG Life & Retirement retail mutual fund assets totaling $6.8 billion; the firm also shifted sales strategy in 2025 to target the top 30 RIA aggregators with new senior hires and surpassed its annual ETF sales goal mid-year at over $250 million. While the fund maintained its sub-advisory relationship with Fort Washington Investment Advisors, Inc. (also under Western & Southern) through at least Q2 2025, Touchstone made a sub-adviser change from Fort Washington to LSV Asset Management on another fund in 2024 amid portfolio manager retirement.