Touchstone Investments announced that Touchstone Mid-Cap Fund, sub-advised by The London Company, has won three 2020 Refinitiv Lipper Fund Awards. Refinitiv Lipper recognized the fund’s Institutional share class in the three- and five-year periods, and its Y share class in the 10-year period, for performance as of Dec. 31, 2019.
Refinitiv Lipper Fund Awards go to individual mutual funds that excel in providing consistently strong, risk-adjusted performance relative to their peers. The awards recognize individual classifications of three-, five- and 10-year periods using objective, quantitative criteria.
| Best Fund | US Mutual Fund Classification | Fund Name | Ticker | Funds in Category |
|---|---|---|---|---|
| 3 Years | Mid-Cap Core Funds | Touchstone Mid Cap Fund, Institutional | TMPIX | 97 |
| 5 Years | Mid-Cap Core Funds | Touchstone Mid Cap Fund, Institutional | TMCPX | 85 |
| 10 Years | Mid-Cap Core Funds | Touchstone Mid Cap Fund, Y | TMCPX | 66 |
Touchstone Mid-Cap Fund seeks to purchase common stocks of generally profitable, financially stable companies that consistently generate high returns on unleveraged operating capital, are run by shareholder-oriented management and that trade at a discount to their private market value. This high-conviction, concentrated portfolio focuses on mitigating downside risk over the long term.
Performance data quoted represents past performance which is no guarantee of future results. Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.
To learn more about Touchstone Mid Cap Fund, go to Touchstone/Mutual-Funds/Mid-Cap-fund/#Y on the Touchstone website.
A Word About Risk
The Fund invests in equities which are subject to market volatility and loss. The Fund invests in stocks of mid-cap companies which may be subject to more erratic market movements than stocks of larger, more established companies. Current and future portfolio holdings are subject to risk. The Advisor engages a sub-advisor to make investment decisions for the Fund’s portfolio; it may be unable to identify and retain a sub-advisor who achieves superior investment returns relative to other similar sub-advisors.
Please consider the investment objectives, risks, charges and expenses of a Fund carefully before investing. The prospectus and the summary prospectus contain this and other information about the Fund. To obtain a prospectus or a summary prospectus, contact your financial professional or download and/or request one at TouchstoneInvestments.com/resources or call Touchstone at 800.638.8194. Please read the prospectus and/or summary prospectus carefully before investing.
About Touchstone Investments
Touchstone Investments is a Distinctively Active mutual fund company committed to providing investors with access to institutional asset managers who provide active management in a sub-advisory capacity. Managed by sub-advisors with high-conviction, concentrated portfolios, Touchstone’s entire equity fund lineup is composed of high Active Share funds, which means their holdings are highly differentiated from their benchmarks. Touchstone’s sub-advisor selection and monitoring approach is built upon the conviction that an asset manager’s organizational stability, quality of its personnel, adherence to its investment discipline and infrastructure represent the elements of repeatable, value-added performance results over time. This philosophy has resulted in a diverse but focused product offering that gives investors a full breadth of investment options across styles and asset classes. The Touchstone Funds are advised by Touchstone Advisors, Inc., a registered investment advisor, and are distributed nationally through intermediaries, including broker-dealers, financial planners and institutions by Touchstone Securities, Inc., a registered broker-dealer and member FINRA/SIPC. Touchstone, Touchstone Funds and Touchstone Investments are federal service mark registrations and applications owned by IFS Financial Services, Inc. Touchstone Securities, Inc., Touchstone Advisors, Inc., and IFS Financial Services, Inc., are members of Western & Southern Financial Group.
About Refinitiv Lipper
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see LipperFundAwards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
Touchstone Funds are distributed by Touchstone Securities, Inc.*
*A registered broker-dealer and member FINRA and SIPCA member of Western & Southern Financial Group
Not FDIC Insured | No Bank Guarantee | May Lose Value
Company Contact
Sharon Karp
Touchstone Investments
513.362.8026
sharon.karp@touchstonefunds.com
