Touchstone Large Cap Focused Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Touchstone Large Cap Focused Fund Institutional Class SCRLX
- NAV / 1-Day Return 84.53 / −0.24 %
- Total Assets 3.6B
-
Adj. Expense Ratio
0.700%
- Expense Ratio 0.700%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.43%
- Turnover 7%
USD | NAV as of Jun 08, 2026 | 1-Day Return as of Jun 08, 2026, 10:48 PM GMT+0
Morningstar’s Analysis SCRLX
Will SCRLX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 8.59 | 280M | Communication Services |
Microsoft Corp | 8.44 | 275M | Technology |
Apple Inc | 7.11 | 232M | Technology |
NVIDIA Corp | 6.65 | 217M | Technology |
Meta Platforms Inc Class A | 6.34 | 207M | Communication Services |
Amazon.com Inc | 6.06 | 198M | Consumer Cyclical |
Exxon Mobil Corp | 3.20 | 104M | Energy |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 2.87 | 94M | Technology |
Philip Morris International Inc | 2.83 | 92M | Consumer Defensive |
Bank of America Corp | 2.80 | 91M | Financial Services |
United States