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Touchstone US Large Cap Focused ETF LCF

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub

Morningstar’s Analysis LCF

Will LCF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LCF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LCF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LCF’s parent organization’s priorities and whether they’re in line with investors’ interests.

An incline in Parent Pillar rating is the primary driver of Touchstone US Large Cap Focused ETF's upgrade to a Morningstar Medalist Rating of Bronze from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LCF

More LCF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.26 3.3 Mil
Technology

Apple Inc

6.59 2.3 Mil
Technology

Alphabet Inc Class C

6.08 2.1 Mil
Communication Services

Meta Platforms Inc Class A

5.65 2.0 Mil
Communication Services

Amazon.com Inc

5.44 1.9 Mil
Consumer Cyclical

Dreyfus Gov Cash

4.61 1.6 Mil
Cash and Equivalents

Berkshire Hathaway Inc Class B

4.37 1.5 Mil
Financial Services

UnitedHealth Group Inc

2.79 978,568
Healthcare

The Goldman Sachs Group Inc

2.67 937,087
Financial Services

Salesforce Inc

2.40 841,195
Technology