Nasdaq - Delayed Quote USD

Touchstone Large Cap Focused Y (SICWX)

66.26
+5.78
+(9.56%)
As of 8:07:12 AM EDT. Market Open.

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 31.04%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 3

Performance & Risk

YTD Return -14.47%
5y Average Return 13.86%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SICWXCategory AverageSICWXCategory AverageSICWXCategory Average
Alpha -0.9 -0.01 -0.05 -0.01 0.47 -0.01
BETA 0.94 0.01 0.97 0.01 0.96 0.01
Mean Annual Return 0.74 0.01 1.5 0.01 1.09 0.01
R-squared 98 0.94 96.37 0.95 97.33 0.95
Standard Deviation 16.4 0.17 16.63 0.19 14.96 0.15
Sharpe Ratio 0.27 0 0.91 0.01 0.74 0.01
Treynor Ratio 3.48 0.03 15.71 0.1 11.08 0.1

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