See what your fund actually adds

Touchstone Mid Cap Fund Class A TMAPX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

TMAPX compared with its replication portfolio
MeasureTMAPXReplication
Annualized growth4.5%7.2%
Annualized volatility17.1%16.5%
Sharpe ratio0.350.51
Maximum drawdown20.5%21.8%
Replication fit (R²)0.90 · Tracking error 5.4%

Replication portfolio

The published portfolio below is the investable basket used to model TMAPX’s historical return behavior.

TMAPX replication basket weights
TickerBuilding blockWeight
IJHUS Mid Cap64.5%
IJRUS Small Cap11.2%
XLPSector · Cons Staples8.4%
EFGIntl · Growth7.9%
XLVSector · Healthcare7.9%