LCFTouchstone US Large Cap Focused ETF

Grow my money4y track recordRanked #2,057 of 3,055 in this goal

Seeks capital appreciation.

By Touchstone · Launched 2022

Annual Cost

0.56%

#3,083 of 6,040 · average

Fund Size

$69M

#3,420 of 6,040 · mid-size

Return (1Y)

+12.2%

Track Record

4 years

#2,678 of 6,040 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$11,223+12.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Focus

ESG

Holdings

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

97.3%

Cash

2.8%

By sector

Technology

37.0%

Communication

16.2%

Financial Services

14.2%

Healthcare

9.8%

Consumer Cyclical

8.7%

Industrials

5.6%

Consumer Defensive

3.9%

Energy

2.5%

Other

2.2%

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)

0.92Decent risk-adjusted returns

Sortino (3Y)

1.35Good 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