SCRLX Mutual Fund

SCRLX Mutual Fund

NAV$91.52
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Fund Essentials - as of Mar 31, 2026

Net Assets
$177M
Expense Ratio
0.70%
Dividend Yield (Current)
1.61%
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+17.05%
5 Year+11.18%
10 Year+15.17%

Asset Allocation

Stocks: 99.27%
Cash: 0.72%
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Top Holdings

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TickerNameWeight
GOOGAlphabet Inc. C8.59%
MSFTMicrosoft Corp8.44%
AAPLApple, Inc7.11%
NVDANvidia Corp.6.65%
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)
1.61%
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 $176.6M 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 11.18%. SCRLX dividend yield stands at 1.61%, paid annually.

SCRLX top holdings include Alphabet Inc. C (8.6%), Microsoft Corp (8.4%), Apple, Inc (7.1%), Nvidia Corp. (6.7%), Meta Platforms, Inc. (6.3%). 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.