Morningstar

Touchstone Large Cap Focused Fund Class Y SICWX

Morningstar Medalist Rating
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Medalist Rating as of See Touchstone Investments Investment Hub
  • NAV / 1-Day Return $91.06  /  −0.31 %
  • Fund Size $3.6B
  • Adjusted Expense Ratio 0.730%
  • Net Expense Ratio 0.730%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.39%
  • Turnover Ratio 9%
NAV and 1-Day Return as of

Morningstar’s Analysis SICWX

Will SICWX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Large Cap Focused Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 60.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.52 378M
Technology

Alphabet Inc Class C

8.88 319M
Communication Services

NVIDIA Corp

7.96 286M
Technology

Apple Inc

7.65 275M
Technology

Meta Platforms Inc Class A

7.06 254M
Communication Services

Amazon.com Inc

6.41 230M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

3.52 126M
Technology

Applied Materials Inc

2.88 103M
Technology

Visa Inc Class A

2.82 101M
Financial Services

Bank of America Corp

2.35 84M
Financial Services

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