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Morningstar

Touchstone Large Cap Focused C SCSCX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 51.64  /  0.60 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.810%
  • Expense Ratio 1.810%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 4%

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:22 PM GMT+0

Morningstar’s Analysis SCSCX

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

People Pillar

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

Strength in Touchstone Large Cap Focused C'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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCSCX

More SCSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 45
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 44.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.35
239,078,638
Technology

Apple Inc

7.13
204,210,728
Technology

Dreyfus Government Cash Mgmt Instl

6.51
186,425,447
Cash and Equivalents

Alphabet Inc Class C

5.38
153,941,995
Communication Services

Berkshire Hathaway Inc Class B

4.72
135,237,168
Financial Services

Amazon.com Inc

4.24
121,465,702
Consumer Cyclical

Meta Platforms Inc Class A

4.06
116,287,845
Communication Services

UnitedHealth Group Inc

3.17
90,674,538
Healthcare

Johnson & Johnson

2.82
80,658,720
Healthcare

Exxon Mobil Corp

2.52
72,256,320
Energy