Nasdaq - Delayed Quote USD

Touchstone Large Cap Focused R6 (TSRLX)

70.22 +0.32 (+0.46%)
As of 8:05 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 17.84%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down 1
Best 1Y Total Return (Oct 31, 2024) 25.45%
Worst 1Y Total Return (Oct 31, 2024) --
Best 3Y Total Return 25.45%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TSRLX
Category
YTD
18.41%
5.31%
1-Month
2.05%
-4.19%
3-Month
6.15%
3.90%
1-Year
30.40%
20.31%
3-Year
9.45%
6.48%
5-Year
15.92%
11.78%
10-Year
13.22%
10.96%
Last Bull Market
21.14%
25.56%
Last Bear Market
-16.19%
-15.11%

Annual Total Return (%) History

Year
TSRLX
Category
2024
--
--
2023
25.45%
22.32%
2022
-17.27%
-16.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.19% 3.10% 6.15% --
2023 8.29% 9.34% -3.80% 10.13%
2022 -3.99% -16.19% -4.85% 8.04%

Rank in Category (By Total Return)

YTD 66
1-Month 39
3-Month 36
1-Year 73
3-Year 69
5-Year 21

Load Adjusted Returns

1-Year 30.40%
3-Year 9.45%
5-Year 15.92%
10-Year 13.22%

Performance & Risk

YTD Return 17.84%
5y Average Return 0.00%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Touchstone
Net Assets 3.46B
YTD Return 18.41%
Yield 0.74%
Morningstar Rating
Inception Date Dec 23, 2014

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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