Skip to Content
Morningstar

Touchstone Large Cap C TFCCX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 17.84  /  +0.51 %
  • Total Assets 278.2 Mil
  • Adj. Expense Ratio
    1.810%
  • Expense Ratio 1.810%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 19%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:22 PM GMT+0

Morningstar’s Analysis TFCCX

Will TFCCX 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 TFCCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Touchstone Large Cap C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TFCCX

More TFCCX Holdings
  • 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

Berkshire Hathaway Inc Class B

6.88 20.0 Mil
Financial Services

Alphabet Inc Class C

6.08 17.7 Mil
Communication Services

Martin Marietta Materials Inc

5.26 15.3 Mil
Basic Materials

Apple Inc

5.01 14.6 Mil
Technology

Progressive Corp

4.62 13.5 Mil
Financial Services

BlackRock Inc

4.55 13.2 Mil
Financial Services

Visa Inc Class A

4.08 11.9 Mil
Financial Services

Fiserv Inc

3.82 11.1 Mil
Technology

The Home Depot Inc

3.78 11.0 Mil
Consumer Cyclical

NewMarket Corp

3.77 11.0 Mil
Basic Materials