Touchstone Large Cap Focused Fund Institutional Class
SCRLX
NASDAQ
| Weiss Ratings | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Touchstone | |||
| Manager/Tenure (Years) | James E. Wilhelm (8), Sunit Gogia (1) | |||
| Website | http://www.touchstoneinvestments.com | |||
| Fund Information | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Touchstone Large Cap Focused Fund Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Dec 23, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 500,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.49% | |||
| Dividend | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.06% | |||
| Asset Allocation | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.78% | |||
| Stock | 99.22% | |||
| U.S. Stock | 96.52% | |||
| Non-U.S. Stock | 2.70% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.62% | |||
| 30-Day Total Return | -4.68% | |||
| 60-Day Total Return | -8.05% | |||
| 90-Day Total Return | -6.94% | |||
| Year to Date Total Return | -6.92% | |||
| 1-Year Total Return | 18.91% | |||
| 2-Year Total Return | 22.82% | |||
| 3-Year Total Return | 52.48% | |||
| 5-Year Total Return | 57.08% | |||
| Price | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $76.43 | |||
| 1-Month Low NAV | $73.70 | |||
| 1-Month High NAV | $80.73 | |||
| 52-Week Low NAV | $60.61 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $83.97 | |||
| 52-Week High Price (Date) | Jan 28, 2026 | |||
| Beta / Standard Deviation | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.92 | |||
| Standard Deviation | 12.03 | |||
| Balance Sheet | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.26B | |||
| Operating Ratios | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.70% | |||
| Turnover Ratio | 7.00% | |||
| Performance | SCRLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.06% | |||
| Last Bear Market Total Return | -16.19% | |||