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Touchstone Focused Y TFFYX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 65.89  /  +0.55 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.38%
  • Turnover 5%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:19 PM GMT+0

Morningstar’s Analysis TFFYX

Will TFFYX outperform in future?

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

Standing out in the right way.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

A seasoned manager’s consistent execution of a robust process merits an upgrade to Touchstone Focused's Process Pillar rating and makes this an attractive large-blend offering.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TFFYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.55 101.9 Mil
Technology

Apple Inc

6.95 82.8 Mil
Technology

Dreyfus Government Cash Mgmt Instl

6.24 74.3 Mil
Cash and Equivalents

Alphabet Inc Class C

4.99 59.5 Mil
Communication Services

Berkshire Hathaway Inc Class B

4.43 52.8 Mil
Financial Services

Meta Platforms Inc Class A

4.25 50.7 Mil
Communication Services

Amazon.com Inc

4.02 47.9 Mil
Consumer Cyclical

UnitedHealth Group Inc

2.98 35.5 Mil
Healthcare

Coca-Cola Femsa SAB de CV ADR

2.54 30.3 Mil
Consumer Defensive

Johnson & Johnson

2.53 30.1 Mil
Healthcare