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LCFTouchstone US Large Cap Focused ETF

Grow my money4y track recordRanked #2,050 of 2,998 in this goal

Seeks capital appreciation.

By Touchstone · Launched 2022

Annual Cost

0.56%

#2,984 of 5,861 · average

Fund Size

$65M

#3,395 of 5,861 · mid-size

Return (1Y)Goal

+14.6%

Track Record

4 years

#2,666 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,432+14.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Focus

ESG

What it actually holds

By weight

Concentration

Top 10 holdings = 53.9% of fundmoderately concentrated

Alphabet Inc.
8.5%
Microsoft Corp.
7.8%
Apple Inc.
7.6%
NVIDIA Corp.
7.1%
Meta Platforms Inc
5.7%
Amazon.com, Inc.
5.5%
Dreyfus Government Cash Management Funds
3.3%
Bank of America Corp.
3.1%
Exxon Mobil Corp.
3.0%
Philip Morris International Inc.
2.5%

Asset allocation

Stocks
97.4%
Cash
2.6%

By sector

Technology
36.0%
Communication
17.2%
Financial Services
13.7%
Healthcare
10.2%
Consumer Cyclical
8.3%
Industrials
6.0%
Consumer Defensive
4.3%
Energy
2.3%
Other
2.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.0%Moderate

Year-on-year price swings

Max drawdown
-18.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.85Decent risk-adjusted returns
Sortino (3Y)
1.25Good downside protection

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks capital appreciation.
Strategy
Invests primarily in U.S.-listed large capitalization equity securities, targeting companies trading below intrinsic value with sustainable competitive advantages. Non-diversified, typically holding 25 to 45 companies.
Inception date
July 27, 2022
Fund family
Touchstone

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Data updated on 2026-08-04