Touchstone Large Cap Focused Fund Institutional Class (SCRLX)
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.
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.
Top 10 Holdings
49.34% of assetsName | 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% |
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 |