Touchstone Large Cap Focused Fund Class Y
SICWX
NASDAQ
| Weiss Ratings | SICWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SICWX-NASDAQ | Click to Compare |
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| Provider | Touchstone | |||
| Manager/Tenure (Years) | James E. Wilhelm (8), Sunit Gogia (1) | |||
| Website | http://www.touchstoneinvestments.com | |||
| Fund Information | SICWX-NASDAQ | Click to Compare |
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| Fund Name | Touchstone Large Cap Focused Fund Class Y | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | May 04, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SICWX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.44% | |||
| Dividend | SICWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.19% | |||
| Asset Allocation | SICWX-NASDAQ | Click to Compare |
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| Cash | 1.14% | |||
| Stock | 98.86% | |||
| U.S. Stock | 96.28% | |||
| Non-U.S. Stock | 2.58% | |||
| 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 | SICWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.73% | |||
| 30-Day Total Return | -0.30% | |||
| 60-Day Total Return | 1.30% | |||
| 90-Day Total Return | 4.77% | |||
| Year to Date Total Return | 15.96% | |||
| 1-Year Total Return | 13.15% | |||
| 2-Year Total Return | 43.44% | |||
| 3-Year Total Return | 66.29% | |||
| 5-Year Total Return | 87.18% | |||
| Price | SICWX-NASDAQ | Click to Compare |
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| 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 | SICWX-NASDAQ | Click to Compare |
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| Nav | $82.00 | |||
| 1-Month Low NAV | $78.65 | |||
| 1-Month High NAV | $82.41 | |||
| 52-Week Low NAV | $60.48 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $83.20 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | SICWX-NASDAQ | Click to Compare |
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| Beta | 0.91 | |||
| Standard Deviation | 12.51 | |||
| Balance Sheet | SICWX-NASDAQ | Click to Compare |
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| Total Assets | 3.66B | |||
| Operating Ratios | SICWX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.73% | |||
| Turnover Ratio | 7.00% | |||
| Performance | SICWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.06% | |||
| Last Bear Market Total Return | -16.21% | |||