TVLYX Mutual Fund

TVLYX Mutual Fund

NAV$13.06
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Fund Essentials - as of Mar 31, 2026

Net Assets
$129M
Expense Ratio
0.83%
Dividend Yield (Current)
12.57%
Holdings
50
Inception Date
Sep 10, 1998
Fund Family
Touchstone Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+9.76%
1 Year+18.02%
3 Year+14.15%
5 Year+10.64%
10 Year+11.30%

Asset Allocation

Stocks: 97.86%
Cash: 2.14%
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Top Holdings

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TickerNameWeight
CCLCarnival Corporation Common Stock3.82%
XOMExxon Mobil Corp.3.65%
MRKMerck & Company Inc3.42%
BACBank of America Corp.: Financials3.35%
ENTGEntegris Inc Common Stock Usd 0.013.18%
Top 10 Concentration: 32.33%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
12.57%
Frequency
Quarterly
Latest Distribution
$0.04
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TVLYX Mutual Fund Overview

TVLYX Mutual Fund (Touchstone Value Fund Class Y) is managed by Touchstone Investments with $129.2M in net assets. TVLYX expense ratio is 0.83%, holding 50 positions across sectors including Financials, Health Care, Materials. Inception date: 1998-09-10.

TVLYX performance shows a YTD return of 9.76%. The 1-year return is 18.02% and the 5-year return is 10.64%. TVLYX dividend yield stands at 12.57%, paid quarterly.

TVLYX top holdings include Carnival Corporation Common Stock (3.8%), Exxon Mobil Corp. (3.6%), Merck & Company Inc (3.4%), Bank of America Corp.: Financials (3.4%), Entegris Inc Common Stock Usd 0.01 (3.2%). Go to all TVLYX holdings, TVLYX sectors, or TVLYX dividends.

TVLYX can be compared against other funds. Use TVLYX overlap to find shared positions, or TVLYX vs another fund for a side-by-side view. TVLYX alternatives are available via the screener, along with tax-loss harvesting opportunities.