SICWX : Touchstone Large Cap Focused Fund Class Y

SICWX is a US Stocks Market Large Blend with MODERATE fees.

SICWX

Touchstone Large Cap Focused Fund Class Y

FI Score

59 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

7 /10

Category Score

10 /10

Market Size

7 /10

59% FI Score
  • sicwx
  • Mutual Fund
  • US Stocks
  • Large Blend

Touchstone Large Cap Focused Fund Class Y

Expenses: 0.73% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks to provide investors with capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in large capitalization equity securities. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will generally hold 25 to 45 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It may invest up to 35% of its assets in securities of foreign issuers through the use of ordinary shares or depositary receipts such as American Depositary Receipts ("ADRs"). The fund is non-diversified.

Largest Holdings

Amount Holding
7.35% Microsoft Corp
5.65% Apple Inc
5.61% Amazon.com Inc
5.26% Alphabet Inc Class C
5.00% Visa Inc Class A
4.67% Berkshire Hathaway Inc B
4.12% Facebook Inc A
3.08% Johnson & Johnson
2.48% UnitedHealth Group Inc
2.31% Comcast Corp Class A
2.28% Salesforce.com Inc
2.16% SPDR® S&P 500 ETF Trust
2.07% JPMorgan Chase & Co
1.78% Bristol-Myers Squibb Company
1.76% Goldman Sachs Group Inc
1.75% Oracle Corp
1.73% Netflix Inc
1.69% Utd Tech
1.64% Alibaba Group Holding Ltd ADR
1.63% Cisco Systems Inc
1.53% Jones Lang LaSalle Inc
1.53% Hubbell Inc
1.52% Union Pacific Corp
1.42% Philip Morris International Inc
1.35% Becton, Dickinson and Co

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