SCRLX Mutual Fund

NAV$91.57

Fund Essentials - as of Mar 31, 2026

Net Assets
$184M
Expense Ratio
0.70%
Dividend Yield (Current)
1.68%
Holdings
45
Inception Date
Dec 23, 2014
Fund Family
Touchstone Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+2.74%
1 Year+15.10%
3 Year+16.59%
5 Year+10.69%
10 Year+15.11%

Asset Allocation

Stocks: 99.27%
Cash: 0.72%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
GOOGAlphabet Inc series C8.59%
MSFTMicrosoft Corp 4.100 Feb 06 378.44%
AAPLApple Inc7.11%
NVDANvidia Corp6.65%
METAMeta Platforms, Inc.6.34%
Top 10 Concentration: 54.90%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.68%
Frequency
Annually
Latest Distribution
$0.18
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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SCRLX Mutual Fund Overview

SCRLX Mutual Fund (Touchstone Large Cap Focused Fund Class Institutional) is managed by Touchstone Investments with $184.3M in net assets. SCRLX expense ratio is 0.70%, holding 45 positions across sectors including Information Technology, Communication Services, Unknown. Inception date: 2014-12-23.

SCRLX performance shows a YTD return of 2.74%. The 1-year return is 15.10% and the 5-year return is 10.69%. SCRLX dividend yield stands at 1.68%, paid annually.

SCRLX top holdings include Alphabet Inc series C (8.6%), Microsoft Corp 4.100 Feb 06 37 (8.4%), Apple Inc (7.1%), Nvidia Corp (6.7%), Meta Platforms, Inc. (6.3%). View all SCRLX holdings, sector breakdown, or dividend history.

SCRLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SCRLX alternatives are available via the screener, along with tax-loss harvesting opportunities.