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Touchstone Large Cap Focused Fund Class Y: (MF: SICWX)
(NASDAQ Mutual Funds) As of Aug 29, 2025 08:00 PM ET
$78.79 USD
-0.48 (-0.61%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.53 | 24 |
| 3 months | 16.46 | 29 |
| 6 months | 5.23 | 31 |
| 1 Year | 16.18 | 33 |
| 3 Year | 16.31 | 36 |
| 5 Year | 15.31 | 20 |
| 10 Year | 13.75 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.28 |
| Bull Market (2/09 - 3/21) | 1,024.97 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 15.23 |
| 5 Year | 15.96 |
| 10 Year | 13.67 |
| Since Inception | 10.43 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.59 | 10.51 | NA | NA |
| 2024 | 8.18 | 3.07 | 6.12 | 1.90 |
| 2023 | 8.27 | 9.30 | -3.81 | 10.11 |
| 2022 | -3.99 | -16.21 | -4.85 | 8.05 |
| 2021 | 8.49 | 8.12 | 0.35 | 6.69 |
| 2020 | -17.73 | 20.41 | 10.66 | 13.29 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.53 | 20.59 | 25.34 | -17.30 | 25.60 | 24.19 | 30.48 | -2.44 | 23.41 | 11.19 | 0.81 |
| % Total Return Rel to Index | 0.94 | -4.42 | -0.89 | 0.90 | -3.07 | 5.79 | -1.00 | 1.94 | 1.61 | -0.74 | -0.57 |
| % Total Return Rel to Peer | 2.58 | 1.20 | 2.34 | 2.39 | 3.54 | 4.28 | 2.06 | 4.41 | 2.73 | 3.37 | 2.41 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.36 | 0.49 | 0.15 | 0.16 | 0.16 | 0.36 | 0.36 | 0.64 | 0.47 | 1.22 |
| % Yield | 0.00 | 0.48 | 0.57 | 0.31 | 0.24 | 0.29 | 0.73 | 0.85 | 1.24 | 1.06 | 2.78 |
| Capital Gains ($) | 0.00 | 0.28 | 0.05 | 0.68 | 3.91 | 2.71 | 4.85 | 4.26 | 6.96 | 2.46 | 2.68 |
| Expense Ratio | 0.00 | 0.73 | 0.73 | 0.73 | 0.73 | 0.75 | 0.73 | 0.74 | 0.74 | 0.72 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%