Nasdaq USD

Touchstone Large Cap Focused Instl (SCRLX)

71.50
+0.31
+(0.44%)
At close: 8:02:12 PM EDT

Top 10 Holdings (49.34% of Total Assets)

SymbolCompany% Assets
Microsoft Corporation 8.81%
Apple Inc. 7.50%
Meta Platforms, Inc. 6.66%
Amazon.com, Inc. 5.59%
Alphabet Inc. 5.57%
NVIDIA Corporation 3.79%
Visa Inc. 3.07%
UnitedHealth Group Incorporated 2.92%
Philip Morris International Inc. 2.88%
Bank of America Corporation 2.55%
Get Quotes for Top Holdings

Sector Weightings

SectorSCRLX
Technology   32.32%
Communication Services   15.03%
Financial Services   14.30%
Healthcare   13.82%
Consumer Cyclical   8.73%
Industrials   4.93%
Consumer Defensive   4.75%
Energy   2.76%
Basic Materials   1.89%
Real Estate   1.46%
Utilities   0.00%

Overall Portfolio Composition (%)

Cash 0.82%
Stocks 99.18%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average SCRLX Category Average
Price/Earnings 0.04 0.04
Price/Book 0.25 0.21
Price/Sales 0.31 0.4
Price/Cashflow 0.06 0.06
Median Market Cap 424,699.62 335,222.28
3 Year Earnings Growth 11.12 21.25

Bond Holdings

Average SCRLX Category Average
Maturity -- --
Duration -- 4.6
Credit Quality -- --

Performance & Risk

YTD Return 0.48%
5y Average Return 16.50%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Touchstone
Net Assets 3.1B
YTD Return -5.94%
Yield 0.57%
Morningstar Rating
Inception Date May 04, 2007

Fund Summary

The fund invests, under normal market conditions, at least 80% of its assets in large capitalization equity securities. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will generally hold 25 to 45 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It may invest up to 35% of its assets in securities of foreign issuers through the use of ordinary shares or depositary receipts such as American Depositary Receipts ("ADRs"). The fund is non-diversified.

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