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Morningstar

Touchstone Large Cap Institutional TLCIX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 18.00  /  0.00
  • Total Assets 276.0 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.710%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.43%
  • Turnover 19%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis TLCIX

Will TLCIX 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 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.

Touchstone Large Cap Institutional's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TLCIX

More TLCIX 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