Touchstone Large Cap Focused Fund Institutional Class (SCRLX)
| Fund Assets | 3.47B |
| Expense Ratio | 0.71% |
| Min. Investment | $500,000 |
| Turnover | 6.00% |
| Dividend (ttm) | 0.66 |
| Dividend Yield | 0.86% |
| Dividend Growth | 18.88% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 77.62 |
| YTD Return | 7.09% |
| 1-Year Return | 13.60% |
| 5-Year Return | 98.65% |
| 52-Week Low | 60.61 |
| 52-Week High | 77.74 |
| 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 13.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.17%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
53.74% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 10.85% |
| Meta Platforms, Inc. | META | 7.93% |
| Apple Inc. | AAPL | 6.44% |
| Amazon.com, Inc. | AMZN | 6.00% |
| Alphabet Inc. | GOOG | 5.61% |
| NVIDIA Corporation | NVDA | 5.27% |
| Oracle Corporation | ORCL | 3.12% |
| Philip Morris International Inc. | PM | 2.94% |
| Visa Inc. | V | 2.89% |
| Bank of America Corporation | BAC | 2.68% |
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 |