TLGTouchstone Large Company Growth ETF

Grow my money17y track recordRanked #1,415 of 3,055 in this goal

Seeks long-term capital appreciation.

By Touchstone · Launched 2009

Annual Cost

0.67%

#3,652 of 6,040 · average

Fund Size

$139M

#2,795 of 6,040 · mid-size

Return (1Y)

N/A

Track Record

17 years

#690 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,127+11.3%

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

Factor

Growth

Holdings

By weight

Concentration

Top 10 holdings = 68.3% of fundconcentrated

NVIDIA Corp.

17.2%

Microsoft Corp.

10.2%

Alphabet Inc.

8.4%

Amazon.com, Inc.

6.4%

Broadcom Inc

6.0%

Meta Platforms Inc

4.5%

Arista Networks Inc

4.5%

Howmet Aerospace Inc

4.0%

GE Vernova Inc.

3.9%

Netflix, Inc.

3.0%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Technology

58.2%

Communication

17.7%

Industrials

13.0%

Consumer Cyclical

7.9%

Healthcare

3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-11.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks long-term capital appreciation.
Strategy: Invests primarily in equity securities of large capitalization issuers, focusing on growth-style investments with a long-term horizon. May invest up to 20% in foreign issuers, including emerging markets, and can have significant exposure to various sectors such as consumer discretionary, financials, and health care.
Inception date: August 28, 2009
Fund family: Touchstone