TVLIX : Touchstone Value Fund Institutional

TVLIX is a US Stocks Market Large Value with MODERATE fees.

TVLIX

Touchstone Value Fund Institutional

FI Score

50 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

50% FI Score
  • tvlix
  • Mutual Fund
  • US Stocks
  • Large Value

Touchstone Value Fund Institutional

Expenses: 0.68% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to provide investors with long-term capital growth. The fund normally invests in equity securities of large- and mid-cap companies (generally, companies with market capitalizations of approximately $2.5 billion or higher) that the fund's sub-advisor believes are undervalued. As part of this strategy, the fund may invest up to 15% of its assets in foreign equity securities. Equity securities include common and preferred stocks and depositary receipts.

Largest Holdings

Amount Holding
4.08% CVS Health Corp
3.86% Dollar General Corp
3.58% Medtronic PLC
3.40% Air Products & Chemicals Inc
3.40% UnitedHealth Group Inc
3.33% Comcast Corp Class A
3.27% Lowe's Companies Inc
3.11% Microsoft Corp
2.90% General Electric Co
2.89% Advance Auto Parts Inc
2.87% Oracle Corp
2.73% JB Hunt Transport Services Inc
2.70% Dominion Energy Inc
2.66% Chevron Corp
2.63% Broadcom Inc
2.63% Deere & Co
2.49% Anthem Inc
2.47% Corteva Inc
2.42% JPMorgan Chase & Co
2.42% Northern Trust Corp
2.22% Utd Tech
2.19% Texas Instruments Inc
2.19% New York Community Bancorp Inc
2.00% Chubb Ltd
1.99% Qualcomm Inc

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