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Nasdaq - Delayed Quote USD
Touchstone Large Cap Focused A (SENCX)
61.50
-3.78
(-5.79%)
At close: April 4 at 8:04:00 PM EDT
Fund Summary
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.62% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 70 |
| Number of Years Down | 20 |
Performance & Risk
| YTD Return | -7.80% |
| 5y Average Return | 17.51% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SENCX | Category Average | SENCX | Category Average | SENCX | Category Average | |
| Alpha | -1.18 | -0.01 | -0.32 | -0.01 | 0.2 | -0.01 |
| BETA | 0.94 | 0.01 | 0.97 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 0.72 | 0.01 | 1.48 | 0.01 | 1.06 | 0.01 |
| R-squared | 98 | 0.94 | 96.37 | 0.95 | 97.33 | 0.95 |
| Standard Deviation | 16.39 | 0.17 | 16.63 | 0.19 | 14.96 | 0.15 |
| Sharpe Ratio | 0.25 | 0 | 0.9 | 0.01 | 0.72 | 0.01 |
| Treynor Ratio | 3.16 | 0.03 | 15.38 | 0.1 | 10.76 | 0.1 |
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