Nasdaq - Delayed Quote USD

Touchstone Large Cap Focused Instl (SCRLX)

70.14 +0.32 (+0.46%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 69.82
  • YTD Return 18.37%
  • Expense Ratio 0.71%
  • Category Large Blend
  • Last Cap Gain 46.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 3.46B
  • Beta (5Y Monthly) 0.92
  • Yield 0.72%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.51
  • Inception Date Dec 23, 2014

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.

Touchstone

Fund Family

Large Blend

Fund Category

3.46B

Net Assets

2014-12-23

Inception Date

Performance Overview: SCRLX

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Trailing returns as of 10/31/2024. Category is Large Blend.

YTD Return

SCRLX
18.37%
Category
5.31%
?

1-Year Return

SCRLX
30.33%
Category
20.31%
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3-Year Return

SCRLX
9.42%
Category
6.48%
?

5-Year Return

SCRLX
16.04%
Category
11.78%
?

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Holdings: SCRLX

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Top 10 Holdings (49.53% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.42%
AAPL
Apple Inc. 8.04%
META
Meta Platforms, Inc. 6.41%
GOOG
Alphabet Inc. 5.64%
AMZN
Amazon.com, Inc. 5.11%
NVDA
NVIDIA Corporation 3.32%
BRK-B
Berkshire Hathaway Inc. 3.17%
UNH
UnitedHealth Group Incorporated 3.04%
HCA
HCA Healthcare, Inc. 2.88%
ORCL
Oracle Corporation 2.50%

Sector Weightings

Recent News: SCRLX

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Research Reports: SCRLX

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