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Morningstar

Touchstone Large Cap Focused Y SICWX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 66.55  /  +1.29 %
  • 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 Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.75%
  • Turnover 4%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SICWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SICWX

More SICWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.07 338.4 Mil
Technology

Apple Inc

7.48 251.2 Mil
Technology

Alphabet Inc Class C

6.37 214.2 Mil
Communication Services

Meta Platforms Inc Class A

5.81 195.3 Mil
Communication Services

Amazon.com Inc

5.50 184.7 Mil
Consumer Cyclical

Dreyfus Government Cash Mgmt Instl

3.55 119.2 Mil
Cash and Equivalents

Berkshire Hathaway Inc Class B

3.45 116.1 Mil
Financial Services

UnitedHealth Group Inc

2.73 91.6 Mil
Healthcare

NVIDIA Corp

2.51 84.4 Mil
Technology

HCA Healthcare Inc

2.34 78.6 Mil
Healthcare