Morningstar

Touchstone Large Cap Fund Class Y TLCYX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 22.91  /  +0.35 %
  • Total Assets 326.7M
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.790%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.41%
  • Turnover 12%

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

Morningstar’s Analysis TLCYX

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

  • People Pillar

    The People Pillar is our evaluation of the TLCYX 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 TLCYX’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 Y 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
Rated on Published on

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Portfolio Holdings TLCYX

More TLCYX 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

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

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