Mutual Funds - Profile

Touchstone Large Cap Focused Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in large-size companies in the United States.

The sub-advisor’s investment process is designed to identify companies that are trading at a discount to their estimated intrinsic value.

The research team focuses on companies exhibiting sustainable competitive advantage or high barriers to entry.

The sub-advisor believes that the strongest barrier to entry is the combination of economies of scale and higher customer loyalty.

Generally, the portfolio holds 25 to 45 companies, with residual cash and equivalents expected to represent less than 10% of the fund’s net assets. The More

Price

  • Last Close
  • $58.53
    +1.19
  • 52 Week HL
  • $59.37 - $46.66
  • Net Assets
  • $2360 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Microsoft Corp 7.2
Alphabet Inc 6.3
Apple Inc 5.7
Facebook Inc 5.5
Amazon Com 5.0
Company Holding
Berkshire Hathaway 3.9
Goldman Sachs 3.5
Johnson & Johnson 2.9
Salesforce Com 2.8
UnitedHealth Group 2.6
Total 45.4%

Manager

  • Name
  • James E. Wilhelm, Jr.
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Fort Washington Investment Advisors, Inc.

Documents

  • Prospectus
  • Annual Reports

Performance
-3 % YTD

  • 3 Year
  • 46.46%
  • 5 Year
  • 83.7%
  • Best
  • 34.43%
    1995
  • Worst
  • -35.46%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
SENCX -4%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.4% 8.4% -17.8% 13.1% -0.1% 6.6% 1.5% 1.3% 1.3% 10.6% -
Q2 - 8.1% 20.3% 2.9% 5.8% 3.3% 2% 0.1% 3.7% 3.5% -
Q3 - 5.4% 10.6% 0.2% 6.8% 4.5% 3.9% -6.7% 1% 4.4% -
Q4 - -4.4% 7.1% -2.3% -12.7% 6.6% 3.5% 6.4% 4% 9.1% -

Returns +
M

J F M A M J J A S O N D
2022 -3% - - - - - - - - - - -
2021 -0.6% 5% 3.9% 5.8% 0.8% 1.3% 1.7% 3.5% 0.2% 0.2% -2.8% -1.8%

Annual
Return

Index Comparison

Alpha

NAV