SCRLX Mutual Fund

SCRLX Mutual Fund

NAV$90.15
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Fund Essentials - as of Jun 30, 2026

Net Assets
$171M
Expense Ratio
0.70%
Dividend Yield (Current)
1.56%
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+6.84%
1 Year+15.00%
3 Year+16.14%
5 Year+10.66%
10 Year+14.97%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
GOOGAlphabet Inc9.70%
MSFTMicrosoft Corp7.92%
NVDANvidia Corp7.16%
AAPLApple, Inc7.10%
AMZNAmazon.Com Inc6.39%
Top 10 Concentration: 57.86%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
1.56%
Frequency
Annually
Latest Distribution
$0.18
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SCRLX Mutual Fund Overview

SCRLX Mutual Fund (Touchstone Large Cap Focused Fund Class Institutional) is managed by Touchstone Investments with $170.6M in net assets. SCRLX expense ratio is 0.70%, holding 45 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2014-12-23.

SCRLX performance shows a YTD return of 6.84%. The 1-year return is 15.00% and the 5-year return is 10.66%. SCRLX dividend yield stands at 1.56%, paid annually.

SCRLX top holdings include Alphabet Inc (9.7%), Microsoft Corp (7.9%), Nvidia Corp (7.2%), Apple, Inc (7.1%), Amazon.Com Inc (6.4%). Go to all SCRLX holdings, SCRLX sectors, or SCRLX dividends.

SCRLX can be compared against other funds. Use SCRLX overlap to find shared positions, or SCRLX vs another fund for a side-by-side view. SCRLX alternatives are available via the screener, along with tax-loss harvesting opportunities.