Touchstone Large Cap Focused Fund Institutional Class (SCRLX)
| Fund Assets | 3.63B |
| Expense Ratio | 0.71% |
| Min. Investment | $500,000 |
| Turnover | 7.00% |
| Dividend (ttm) | 1.41 |
| Dividend Yield | 1.76% |
| Dividend Growth | 113.10% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 80.61 |
| YTD Return | -2.07% |
| 1-Year Return | 10.88% |
| 5-Year Return | 70.75% |
| 52-Week Low | 59.58 |
| 52-Week High | 83.97 |
| Beta (5Y) | n/a |
| Holdings | 46 |
| Inception Date | Dec 23, 2014 |
About SCRLX
Touchstone Large Cap Focused Fund Institutional Class is a mutual fund designed to invest primarily in equity securities of large capitalization companies. Its investment approach centers on holding a concentrated portfolio, typically comprising 25 to 45 companies, each with a market capitalization exceeding $5 billion at the time of purchase. This strategy provides targeted exposure to prominent U.S. businesses, emphasizing quality and growth within the large-cap segment. The fund typically allocates at least 80% of its assets to these large-cap stocks, allowing it to tap into the stability and market leadership of established firms. With total assets exceeding $3 billion and an expense ratio that remains competitive for its class, the fund plays a significant role for institutional and sophisticated investors seeking focused participation in the large-cap equity market. Its concentrated approach distinguishes it from more broadly diversified large-cap funds, making it a tool for investors aiming to capture potential opportunities among a select group of leading companies.
Performance
SCRLX had a total return of 10.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 21.02%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
55.13% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 9.79% |
| Alphabet Inc. | GOOG | 9.03% |
| Apple Inc. | AAPL | 7.15% |
| Meta Platforms, Inc. | META | 6.52% |
| NVIDIA Corporation | NVDA | 6.31% |
| Amazon.com, Inc. | AMZN | 5.96% |
| Bank of America Corporation | BAC | 2.95% |
| Visa Inc. | V | 2.69% |
| Philip Morris International Inc. | PM | 2.44% |
| Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.29% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $0.38015 | Dec 30, 2025 |
| Dec 11, 2025 | $1.03386 | Dec 11, 2025 |
| Dec 30, 2024 | $0.37831 | Dec 30, 2024 |
| Dec 11, 2024 | $0.28523 | Dec 11, 2024 |
| Dec 27, 2023 | $0.50787 | Dec 28, 2023 |
| Dec 13, 2023 | $0.0503 | Dec 14, 2023 |