Nasdaq - Delayed Quote USD

Touchstone Large Cap Y (TLCYX)

19.47
+0.07
+(0.36%)
At close: May 30 at 8:02:16 PM EDT

Investment Information

Min Initial Investment
500,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • LPL SAM Eligible - 10.24.2024
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Commonwealth Universe
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024

Fund Summary

The fund invests at least 80% of its assets in common stocks of large capitalization U.S. listed companies. For purposes of the fund, a large capitalization company has a market capitalization within the range represented in the Russell 1000® Index at the time of purchase. The size of the companies in the Russell 1000® Index will change with market conditions. The Sub-Advisor invests for the long term and attempts to minimize turnover in an effort to reduce transaction costs and taxes.

Fund Overview

Category Large Blend
Fund Family Touchstone
Net Assets 287.99M
YTD Return -1.34%
Yield 0.84%
Morningstar Rating
Inception Date Jul 09, 2014

Performance & Risk

YTD Return 0.05%
5y Average Return 11.40%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

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