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Touchstone Large Cap Focused Y SICWX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 65.28  /  −0.17 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.77%
  • Turnover 4%

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 11:05 PM GMT+0

Morningstar’s Analysis SICWX

Will SICWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Strength in Touchstone Large Cap Focused Y'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.

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Portfolio Holdings SICWX

  • 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