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Touchstone Large Cap Focused C SCSCX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 57.36  /  −0.03 %
  • Total Assets 3.3 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 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.

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.

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Portfolio Holdings SCSCX

  • 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