Mid Cap Growth Fund Quote

TEGYX Fund  USD 37.57  0.77  2.01%   

Performance

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Odds Of Distress

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Mid Cap is trading at 37.57 as of the 19th of March 2025; that is 2.01% down since the beginning of the trading day. The fund's open price was 38.34. Mid Cap has about a 24 % 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 19th of December 2024 and ending today, the 19th of March 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

  0.9TVOYX Touchstone Small CapPairCorr
  0.95TEGAX Mid Cap GrowthPairCorr
  1.0TEGIX Mid Cap GrowthPairCorr
  0.93SAGWX Sentinel Small PanyPairCorr

Moving against Mid Mutual Fund

  0.44SSSGX Sentinel Low DurationPairCorr
  0.34FRACX Touchstone FlexiblePairCorr
  0.34TFSLX Touchstone FlexiblePairCorr

Mid Mutual Fund Highlights

Fund ConcentrationTouchstone Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Touchstone, Large, Mid-Cap Growth (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date29th of July 2022
Fiscal Year EndMarch
Mid Cap Growth [TEGYX] is traded in USA and was established 19th of March 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 0.1%, while the total return for the last 3 years was 6.42%.
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

ORLYOReilly AutomotiveStockConsumer Discretionary
LHXL3Harris TechnologiesStockIndustrials
LIILennox InternationalStockIndustrials
JBHTJB Hunt TransportStockIndustrials
TWLOTwilio IncStockInformation Technology
ICLRICON PLCStockHealth Care
NOWServiceNowStockInformation Technology
DXCMDexCom IncStockHealth Care
More Details

Mid Cap Growth Risk Profiles

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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