TLGTouchstone Large Company Growth ETF

Grow my money16y track recordRanked #1,442 of 2,960 in this goal

Seeks to achieve long-term capital appreciation.

By Touchstone · Launched 2009

Annual Cost

0.67%

#3,391 of 5,562 · average

Fund Size

$145M

#2,590 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

16 years

#694 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,749+7.5%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Large

Strategy

Active selection

Factor

Growth

What it actually holds

By weight

Concentration

Top 10 holdings = 68.3% of fundconcentrated

NVIDIA CorpNVDA

16.7%

Alphabet Inc Class AGOOGL

9.3%

Microsoft CorpMSFT

8.1%

Broadcom IncAVGO

7.3%

Amazon.com IncAMZN

7.0%

Arista Networks IncANET

4.9%

Meta Platforms Inc Class AMETA

4.6%

Howmet Aerospace IncHWM

3.8%

GE Vernova IncGEV

3.6%

Reddit Inc Class A SharesRDDT

2.8%

Asset allocation

Stocks

99.3%

Cash

0.7%

By sector

Technology

52.7%

Communication

20.7%

Industrials

12.0%

Consumer Cyclical

8.7%

Financial Services

3.5%

Healthcare

2.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-8.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to achieve long-term capital appreciation.
Strategy: Invests primarily in large-cap equity securities, including common and preferred stocks, convertible securities, and rights. May invest up to 20% in foreign equities, including emerging markets. Managed using a bottom-up growth style with a long-term investment horizon.
Inception date: August 28, 2009
Fund family: Touchstone