Touchstone Large Cap A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Touchstone Large Cap Fund Class A TACLX
- NAV / 1-Day Return 22.40 / −1.32 %
- Total Assets 321.2M
-
Adj. Expense Ratio
1.040%
- Expense Ratio 1.040%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.31%
- Turnover 12%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:42 AM GMT+0
Morningstar’s Analysis TACLX
Will TACLX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the TACLX 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 TACLX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 50.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class C | 8.85 | 27M | Communication Services |
Berkshire Hathaway Inc Class B | 6.38 | 19M | Financial Services |
Apple Inc | 6.33 | 19M | Technology |
Norfolk Southern Corp | 4.84 | 15M | Industrials |
Republic Services Inc | 4.26 | 13M | Industrials |
Air Products and Chemicals Inc | 4.18 | 13M | Basic Materials |
Chubb Ltd | 4.16 | 12M | Financial Services |
Dominion Energy Inc | 4.05 | 12M | Utilities |
Martin Marietta Materials Inc | 4.00 | 12M | Basic Materials |
Progressive Corp | 3.79 | 11M | Financial Services |
United States