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Touchstone Large Cap Focused Y (SICWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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61.37+0.25 (+0.41%)
As of 08:05AM EDT. Market open.

Touchstone Large Cap Focused Y

Cincinnati OH 45202

303 Broadway, Suite 1100

Touchstone Strategic Trust

800-543-0407
Management information
James E. Wilhelm,Lead manager since 29 October 2017
Managing Director and Senior Portfolio Manager, joined Fort Washington Investment Advisors, Inc. ("Fort Washington”) in 2002. Prior to Fort Washington, he served as an equity research analyst for Riggs Investment Management Corp. and First Union Securities. Previously he worked for Evergreen Funds and Salomon Smith Barney. Wilhelm earned a bachelor’s degree in business administration from Wingate University and an MBA in finance from Johns Hopkins University. He has investment experience dating back to 1993.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyTouchstone
Net assets3.34B
YTD return8.18%
Yield0.77%
Morningstar rating★★★★
Inception date3 May 1998

Fund operations

Last dividend0.49
Last cap gain39.00
Holdings turnover4.00%
Average for categoryN/A

Fees and expenses

ExpenseSICWXCategory average
Annual report expense ratio (net)1.81%0.84%
Prospectus net expense ratio1.81%N/A
Prospectus gross expense ratio1.85%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.18%
Max deferred sales loadN/A1.28%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A