Touchstone Large Cap Focused Fund Class Y

Frequently Asked Questions About SICWX

What does SICWX invest in?

This fund primarily allocates at least 80% of its total assets, under typical market conditions, to large-capitalization equity securities. Its investments predominantly target companies with market valuations exceeding $5 billion at the time of acquisition. The portfolio generally maintains a focused selection of 25 to 45 companies, with cash and equivalent instruments projected to represent less than 10% of its net assets. Additionally, up to 35% of its holdings may be committed to foreign issuers, either through ordinary shares or via depositary receipts such as American Depositary Receipts (ADRs). This fund is categorized as non-diversified.

What is the expense ratio of SICWX?

Touchstone Large Cap Focused Fund Class Y (SICWX) charges an expense ratio of 0.73%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SICWX?

Touchstone Large Cap Focused Fund Class Y (SICWX) manages $3.41B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SICWX actively managed or an index fund?

SICWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SICWX launched?

Touchstone Large Cap Focused Fund Class Y (SICWX) launched in May 2007 and is managed by the fund issuer.

How has SICWX performed?

SICWX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.