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Touchstone Mid Cap Fund earns an Above Average Process Pillar rating. The leading factor in the rating is the fund's strong long-term risk-adjusted performance. This can be seen in its ten-year ...

Putnam Small Cap Value Fund earns an Above Average Process Pillar rating. The leading factor in the rating is the fund's impressive long-term risk-adjusted performance. This can be seen in its ...

Madison Mid Cap Fund earns an Above Average Process Pillar rating. The main driver of the rating is the fund's strong long-term risk-adjusted performance. This can be seen in its ten-year alpha ...

Touchstone Small Cap Fund earns an Above Average Process Pillar ... where it outperformed the index by 28 basis points over an eight-year period and underperformed it by 1.7 percentage points ...

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Natixis Vaughan Nelson Mid Cap Fund earns an Average Process Pillar ... Of the strategy's assets, 28.2% are concentrated within the top 10 holdings, as opposed to the category’s 15.5% average.

Touchstone Large Cap Focused Fund earns an Average Process Pillar rating. The primary contributor to the rating is the fund's excellent long-term risk-adjusted performance. This can be seen in its ...

Its active share of 66% as of December 2022 was among the lowest in the mid-cap growth Morningstar Category but rose to 74% as of November 2023 as the portfolio's shape changed throughout 2023.

Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a market cycle on a risk-adjusted basis. Trading ...

Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a market cycle on a risk-adjusted basis. Manager ...

Edwards has built an impressive track record here and with the mid-cap strategy Invesco Value Opportunities. Edwards’ experience covering stocks across all sectors sets the team up well to ...