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    Touchstone Value Institutional (TVLIX)

    9.98 Up 0.01(0.10%) Apr 24
    Prev Close:9.97
    YTD Return*:0.21%
    Net Assets*:422.53M
    Yield*:2.20%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for TVLIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MDT3.725.88
    WFC3.45-0.97
    TGT3.238.83
    PFE3.2111.11
    JPM3.19-2.92

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:422.53M
    Category:Large Value
    Annual Report Expense Ratio (net):0.67%

    Performance & Risk

    YTD Return:0.21%
    5y Avg Return:12.85%
    Rank in Category (ytd):44
    % Rank in Category (ytd):3.17%
    Beta (3y):0.95
    Morningstar Risk Rating:2

    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, Barrow, Hanley, Mewhinney & Strauss, LLC ("Barrow Hanley") believes are undervalued. View More
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