Mid-cap stocks comprise approximately 29%1 of the U.S. equity universe yet investors have only 14%2 exposure to this asset class.
By not participating in the mid-cap arena, investors are potentially missing out on a major portion of the market. Just as it is important to diversify portfolios across various sectors of the market, it is also important to diversify across market capitalizations.
For more information, read our white paper — The Unique Positioning of Mid Cap Investing.
1 Source: The Frank Russell Company as of 12/31/2014
2 Source: Morningstar Direct as of 12/31/2014
* Lee Munder Capital Group LLC changed its name to become LMCG Investments, LLC effective 1/1/2015.
Russell 2000® Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000® Index is a subset of the Russell 3000® Index. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership.
Russell Top 200® Index measures the performance of the largest cap segment of the U.S. equity universe. The Russell Top 200® Index is a subset of the Russell 3000® Index. It includes approximately 200 of the largest securities based on a combination of their market cap and current index membership.
Russell Midcap® Index measures the performance of the mid-cap segment of the U.S. equity universe. The Russell Midcap® Index is a subset of the Russell 1000® Index. It includes approximately 800 of the smallest securities based on a combination of their market cap and current index membership.
Standard & Poor’s 500 Index consists of 500 stocks chosen for market size, liquidity and industry grouping, among other factors. The S&P 500 is designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe.
Russell Indexes: The Frank Russell Company (FRC) is the source and owner of the data contained or reflected in this material and all trademarks and copyrights related thereto. The material may contain confidential information and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Touchstone Investments presentation of the data, and FRC is not responsible for the formatting or configuration of this material or for any inaccuracy in the presentation thereof.
Risk Measures: Sharpe Ratio is a measure used to determine a portfolio’s reward per unit of risk. It is calculated by dividing annualized excess returns by annualized Standard Deviation.
Please consider the investment objectives, risks, charges and expenses of the 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 advisor or download and/or request one at TouchstoneInvestments.com/literature-center or call Touchstone at 800.638.8194. Please read the prospectus and/or summary prospectus carefully before investing.
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.
Investment products offered are not FDIC insured, may lose value and have no bank guarantee.
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