Touchstone Mid Cap Fund

Shareclass
Touchstone Mid Cap Y (TMCPX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Touchstone Mid Cap Fund

FUND COVERAGE
# of holdings33
% of assets97%
Score
44 / 100
Rank

66.7 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #362 out of 1,085

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Keysight Technologies Inc
         % of fund invested: 2.99%
         $USD invested: $158.25M
  • 2. AptarGroup Inc
         % of fund invested: 2.27%
         $USD invested: $120.17M
  • 3. Otis Worldwide Corp Ordinary Shares
         % of fund invested: 3.15%
         $USD invested: $166.47M
  • 4. Waters Corp
         % of fund invested: 2.18%
         $USD invested: $115.28M
  • 5. Brown-Forman Corp Registered Shs -B- Non Vtg
         % of fund invested: 0.6%
         $USD invested: $31.85M
  • 6. AerCap Holdings NV
         % of fund invested: 4.94%
         $USD invested: $261.36M
  • 7. Ball Corp
         % of fund invested: 2.36%
         $USD invested: $124.87M
  • 8. Fidelity National Information Services Inc
         % of fund invested: 2.95%
         $USD invested: $156.23M
  • 9. CBRE Group Inc Class A
         % of fund invested: 3.22%
         $USD invested: $170.16M
  • 10. M&T Bank Corp
         % of fund invested: 3.59%
         $USD invested: $189.96M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 1.52%
         $USD invested: $80.4M
  • 2. NewMarket Corp
         % of fund invested: 3.54%
         $USD invested: $187.32M
  • 3. Cincinnati Financial Corp
         % of fund invested: 2.65%
         $USD invested: $140.35M
  • 4. Allison Transmission Holdings Inc
         % of fund invested: 3.32%
         $USD invested: $175.66M
  • 5. Churchill Downs Inc
         % of fund invested: 3.99%
         $USD invested: $211.19M
  • 6. UniFirst Corp
         % of fund invested: 1.95%
         $USD invested: $103.04M
  • 7. Entegris Inc
         % of fund invested: 3.88%
         $USD invested: $204.94M
  • 8. Somnigroup International Inc
         % of fund invested: 4.63%
         $USD invested: $245.09M
  • 9. Bruker Corp
         % of fund invested: 1.48%
         $USD invested: $78.45M
  • 10. Moelis & Co Class A
         % of fund invested: 3.33%
         $USD invested: $175.83M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Touchstone Mid Cap Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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