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Touchstone Large Cap A TACLX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 18.86  /  +0.27 %
  • Total Assets 290.7 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.17%
  • Turnover 19%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0

Morningstar’s Analysis TACLX

Will TACLX outperform in future?

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

Touchstone Large Cap A's Average Process Pillar and People Pillar ratings result in 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 second-costliest quintile among peers.

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Portfolio Holdings TACLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 47.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

7.20 19.8 Mil
Technology

Berkshire Hathaway Inc Class B

6.32 17.3 Mil
Financial Services

Alphabet Inc Class C

6.09 16.7 Mil
Communication Services

BlackRock Inc

4.80 13.2 Mil
Financial Services

Martin Marietta Materials Inc

4.63 12.7 Mil
Basic Materials

Visa Inc Class A

4.12 11.3 Mil
Financial Services

Progressive Corp

3.86 10.6 Mil
Financial Services

The Home Depot Inc

3.69 10.1 Mil
Consumer Cyclical

Charles Schwab Corp

3.61 9.9 Mil
Financial Services

NewMarket Corp

3.51 9.6 Mil
Basic Materials