Morningstar

Touchstone Large Cap Fund Institutional Class TLCIX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 22.94  /  +0.92 %
  • Total Assets 326.6M
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.45%
  • Turnover 12%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 10:49 PM GMT+0

Morningstar’s Analysis TLCIX

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

  • People Pillar

    The People Pillar is our evaluation of the TLCIX 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 TLCIX’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 Institutional 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.

by Morningstar Automated Analysis
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Portfolio Holdings TLCIX

More TLCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

9.01 29M
Communication Services

Apple Inc

6.52 21M
Technology

Berkshire Hathaway Inc Class B

6.02 20M
Financial Services

Norfolk Southern Corp

5.09 16M
Industrials

Republic Services Inc

4.76 15M
Industrials

Entegris Inc

4.34 14M
Technology

Texas Instruments Inc

4.08 13M
Technology

Dominion Energy Inc

4.05 13M
Utilities

Chubb Ltd

3.92 13M
Financial Services

Visa Inc Class A

3.87 13M
Financial Services

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