Touchstone Large Cap Focused Fund Institutional Class (SCRLX)

Fund Assets	3.59B
Expense Ratio	0.711%
Min. Investment	$500,000
Turnover	9.00%
Dividend (ttm)	0.38
Dividend Yield	0.42%
Dividend Growth	0.49%
Payout Frequency	n/a
Ex-Dividend Date	Dec 30, 2025

Previous Close	92.47
YTD Return	11.25%
1-Year Return	15.56%
5-Year Return	71.38%
52-Week Low	73.70
52-Week High	92.47
Beta (5Y)	0.98
Holdings	47
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.

• Fund Family: Touchstone
• Category: Large Blend
• Performance Rating: 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 15.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.59%.

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 Adm	0.28%
VGIAX	Vanguard	Vanguard Growth & Income Adm	0.28%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
TSRLX	Class R6	0.66%
SICWX	Class Y	0.73%
SENCX	Class A	0.98%
SCSCX	Class C	1.80%

Top 10 Holdings

57.94% of assets

Name	Symbol	Weight
Alphabet Inc.	GOOG	9.72%
Microsoft Corporation	MSFT	7.94%
NVIDIA Corporation	NVDA	7.17%
Apple Inc.	AAPL	7.11%
Amazon.com, Inc.	AMZN	6.40%
Meta Platforms, Inc.	META	5.82%
Applied Materials, Inc.	AMAT	4.18%
Taiwan Semiconductor Manufacturing Company Limited	TSM	3.79%
Bank of America Corporation	BAC	3.05%
Visa Inc.	V	2.77%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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