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LCFTouchstone US Large Cap Focused ETF

Grow my money3y track recordRanked #2,059 of 2,960 in this goal

Seeks to provide investors with capital appreciation.

By Touchstone · Launched 2022

Annual Cost

0.56%

#2,867 of 5,562 · average

Fund Size

$66M

#3,324 of 5,562 · mid-size

Return (1Y)Goal

+15.2%

Track Record

3 years

#2,731 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,596+16.0%

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

Classification

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 = 54.7% of fundmoderately concentrated

Microsoft Corp.
8.6%
Alphabet Inc.
8.6%
Apple Inc.
7.5%
NVIDIA Corp.
7.0%
Meta Platforms Inc
6.1%
Amazon.com, Inc.
5.5%
Dreyfus Government Cash Management Funds
3.3%
Bank of America Corp.
3.2%
Oracle Corp.
2.5%
Goldman Sachs Group, Inc.
2.3%

Asset allocation

Stocks
97.7%
Cash
2.3%

By sector

Technology
37.9%
Communication
18.0%
Financial Services
12.7%
Healthcare
9.2%
Consumer Cyclical
8.7%
Industrials
5.5%
Consumer Defensive
4.0%
Energy
2.3%
Other
1.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.3%Moderate

Year-on-year price swings

Max drawdown
-18.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.25Good downside protection

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide investors with capital appreciation.
Strategy
Invests primarily in U.S.-listed large-cap equity securities, defined as companies with market capitalizations above $5 billion. The sub-adviser seeks companies trading below intrinsic value with sustainable competitive advantages.
Inception date
July 27, 2022
Fund family
Touchstone

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Closet indexing
Warning

Closet indexer — active fees, passive behavior

This fund charges active-management fees but closely tracks its benchmark index. You may be paying a premium for active management that does not meaningfully exist — a combination of high R² versus the benchmark, low tracking error, and a TER sitting well above the passive peer-group median.

93.2%
TE
4.0%
Beta
0.92
Fee
5× 0.11%

Source: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)

Why we flagged this: strategy=active_selection + low_tracking_error+near_market_beta+fee_premium

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19