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.
Touchstone Large Cap Focused C SCSCX
- NAV / 1-Day Return 57.36 / −0.03 %
- Total Assets 3.3 Bil
-
Adj. Expense Ratio
- 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 Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0
Morningstar’s Analysis SCSCX
Will SCSCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 9.15 | 284.7 Mil | Technology |
Apple Inc | 7.38 | 229.6 Mil | Technology |
Dreyfus Government Cash Mgmt Instl | 6.26 | 194.6 Mil | Cash and Equivalents |
Alphabet Inc Class C | 5.29 | 164.5 Mil | Communication Services |
Amazon.com Inc | 4.67 | 145.2 Mil | Consumer Cyclical |
Berkshire Hathaway Inc Class B | 4.41 | 137.2 Mil | Financial Services |
Meta Platforms Inc Class A | 4.41 | 137.1 Mil | Communication Services |
UnitedHealth Group Inc | 3.04 | 94.7 Mil | Healthcare |
Johnson & Johnson | 2.61 | 81.2 Mil | Healthcare |
Visa Inc Class A | 2.44 | 76.0 Mil | Financial Services |