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Morningstar

Touchstone Large Cap Focused Instl SCRLX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 61.94  /  −0.23 %
  • Total Assets 3.2 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.79%
  • Turnover 4%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis SCRLX

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

  • People Pillar

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

Strength in Touchstone Large Cap Focused Instl's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of 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 SCRLX

More SCRLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.54 318.6 Mil
Technology

Apple Inc

6.12 204.5 Mil
Technology

Meta Platforms Inc Class A

5.63 188.1 Mil
Communication Services

Dreyfus Government Cash Mgmt Instl

5.36 179.1 Mil
Cash and Equivalents

Alphabet Inc Class C

5.32 177.8 Mil
Communication Services

Amazon.com Inc

5.16 172.4 Mil
Consumer Cyclical

Berkshire Hathaway Inc Class B

4.48 149.8 Mil
Financial Services

UnitedHealth Group Inc

2.66 89.0 Mil
Healthcare

Salesforce Inc

2.46 82.3 Mil
Technology

Johnson & Johnson

2.45 81.9 Mil
Healthcare