Touchstone Large Cap Focused Fund Institutional Class (SCRLX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
66.33
+0.38 (0.58%)
Apr 25, 2025, 4:00 PM EDT
5.74%
Fund Assets 2.94B
Expense Ratio 0.71%
Min. Investment $500,000
Turnover n/a
Dividend (ttm) 0.66
Dividend Yield 1.00%
Dividend Growth 18.88%
Payout Frequency Semi-Annual
Ex-Dividend Date Dec 30, 2024
Previous Close 65.95
YTD Return -6.38%
1-Year Return 6.71%
5-Year Return 101.50%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 47
Inception Date Dec 23, 2014

About SCRLX

SCRLX was founded on 2014-12-23. The Fund's investment strategy focuses on Growth & Income with 0.71% total expense ratio. The minimum amount to invest in Touchstone Strategic Trust: Touchstone Large Cap Focused Fund; Institutional Class Shares is $500,000 on a standard taxable account. Touchstone Strategic Trust: Touchstone Large Cap Focused Fund; Institutional Class Shares seeks a combination of current income and long-term growth of both capital and income through investments in the common stocks of many well-established dividend paying companies.

Category Large Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol SCRLX
Share Class Institutional
Index S&P 500 TR

Performance

SCRLX had a total return of 6.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.08%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
VPMAX Vanguard Vanguard PRIMECAP Fund Admiral Shares 0.31%
VGIAX Vanguard Vanguard Growth and Income Fund Admiral Shares 0.26%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
TSRLX Class R6 0.67%
SICWX Class Y 0.74%
SENCX Class A 1.01%
SCSCX Class C 1.81%

Top 10 Holdings

49.34% of assets
Name Symbol Weight
Microsoft Corporation MSFT 8.81%
Apple Inc. AAPL 7.50%
Meta Platforms, Inc. META 6.66%
Amazon.com, Inc. AMZN 5.59%
Alphabet Inc. GOOG 5.57%
NVIDIA Corporation NVDA 3.79%
Visa Inc. V 3.07%
UnitedHealth Group Incorporated UNH 2.92%
Philip Morris International Inc. PM 2.88%
Bank of America Corporation BAC 2.55%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
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
Dec 28, 2022 $0.16629 Dec 29, 2022
Dec 9, 2022 $0.67507 Dec 12, 2022
Full Dividend History