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Touchstone Large Cap Focused R6 (TSRLX)

68.51
+0.14
+(0.20%)
At close: 8:02:18 PM EDT
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  • Previous Close 68.37
  • YTD Return 2.37%
  • Expense Ratio 0.67%
  • Category Large Blend
  • Last Cap Gain 46.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 3.44B
  • Beta (5Y Monthly) 0.93
  • Yield 0.56%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.41
  • Inception Date Dec 23, 2014

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.

Touchstone

Fund Family

Large Blend

Fund Category

3.44B

Net Assets

2014-12-23

Inception Date

Performance Overview: TSRLX

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Trailing returns as of 3/31/2025. Category is Large Blend.

YTD Return

TSRLX
2.37%
Category
5.31%
 

1-Year Return

TSRLX
17.04%
Category
20.31%
 

3-Year Return

TSRLX
11.12%
Category
6.48%
 

5-Year Return

TSRLX
16.53%
Category
11.78%
 

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Holdings: TSRLX

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Sector Weightings

SectorTSRLX
Technology   33.42%
Healthcare   12.42%
Industrials   5.90%
Energy   2.33%
Real Estate   1.39%
Utilities   0.00%

Recent News: TSRLX

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Research Reports: TSRLX

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