Mid Cap Growth Fund Quote
| TEGYX Fund | USD 40.59 0.47 1.14% |
PerformanceVery Weak
| Odds Of DistressLow
|
Mid Cap is trading at 40.59 as of the 25th of February 2025; that is 1.14% down since the beginning of the trading day. The fund's open price was 41.06. Mid Cap has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 25th of February 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 | 31st of December 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Mid Cap Growth [TEGYX] is traded in USA and was established 25th of February 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 minimum initial investment of 2.5 K. Mid Cap Growth is currently producing year-to-date (YTD) return of 10.4%, while the total return for the last 3 years was 9.92%.
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
| MAR | Marriott International | Stock | Consumer Discretionary | |
| LHX | L3Harris Technologies | Stock | Industrials | |
| ULTA | Ulta Beauty | Stock | Consumer Discretionary | |
| FIS | Fidelity National Information | Stock | Financials | |
| INFO | Harbor ETF Trust | Etf | Large Blend | |
| TRU | TransUnion | Stock | Industrials | |
| PGR | Progressive Corp | Stock | Financials | |
| GPN | Global Payments | Stock | Financials |
Mid Cap Growth Risk Profiles
| Mean Deviation | 1.06 | |||
| Standard Deviation | 1.4 | |||
| Variance | 1.97 | |||
| Risk Adjusted Performance | (0.01) |
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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