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Morningstar

Touchstone Large Company Growth Instl DSMLX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 50.81  /  −1.49 %
  • Total Assets 141.5 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield —
  • Turnover 44%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis DSMLX

Will DSMLX 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 DSMLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSMLX 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 DSMLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Touchstone Large Company Growth Instl's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DSMLX

More DSMLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.86 16.2 Mil
Technology

Amazon.com Inc

8.43 10.6 Mil
Consumer Cyclical

NVIDIA Corp

8.11 10.2 Mil
Technology

Alphabet Inc Class A

7.79 9.8 Mil
Communication Services

Adobe Inc

6.06 7.6 Mil
Technology

Intuit Inc

5.89 7.4 Mil
Technology

Arista Networks Inc

4.73 5.9 Mil
Technology

Accenture PLC Class A

4.64 5.8 Mil
Technology

Visa Inc Class A

4.56 5.7 Mil
Financial Services

Autodesk Inc

4.10 5.2 Mil
Technology