Touchstone Large Cap Focused Fund (SENCX)
The fund invests, under normal market conditions, at least 80% of its assets in large capitalization equity securities. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will generally hold 25 to 45 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It may invest up to 35% of its assets in securities of foreign issuers through the use of ordinary shares or depositary receipts such as American Depositary Receipts ("ADRs"). The fund is non-diversified.
Fund Info
| ISIN | US89154Q2993 |
|---|---|
| CUSIP | 89154Q299 |
| Issuer | Touchstone |
| Inception Date | Jan 12, 1934 |
| Category | Large Cap Blend Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
SENCX has a high expense ratio of 0.99%, indicating higher-than-average management fees.
Share Price Chart
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Popular comparisons: SENCX vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Touchstone Large Cap Focused Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Touchstone Large Cap Focused Fund had a return of 22.84% year-to-date (YTD) and 31.27% in the last 12 months. Over the past 10 years, Touchstone Large Cap Focused Fund had an annualized return of 6.56%, while the S&P 500 had an annualized return of 11.43%, indicating that Touchstone Large Cap Focused Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.84% | 25.82% |
| 1 month | 3.22% | 3.20% |
| 6 months | 13.74% | 14.94% |
| 1 year | 31.27% | 35.92% |
| 5 years (annualized) | 10.09% | 14.22% |
| 10 years (annualized) | 6.56% | 11.43% |
Monthly Returns
The table below presents the monthly returns of SENCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.67% | 3.75% | 2.48% | -4.51% | 4.33% | 3.40% | 1.94% | 1.98% | 2.03% | -0.51% | 22.84% | ||
| 2023 | 7.09% | -2.98% | 4.14% | 2.87% | 0.45% | 5.70% | 2.77% | -1.93% | -4.61% | -1.68% | 8.52% | 3.04% | 24.90% |
| 2022 | -3.13% | -3.58% | 2.73% | -8.57% | -1.03% | -7.47% | 8.16% | -4.00% | -8.45% | 7.76% | 5.75% | -6.56% | -18.68% |
| 2021 | -0.60% | 5.00% | 3.88% | 5.76% | 0.82% | 1.33% | 1.69% | 3.45% | -4.65% | 5.27% | -2.76% | -2.41% | 17.38% |
| 2020 | 0.49% | -7.84% | -11.23% | 12.94% | 4.36% | 2.08% | 5.77% | 10.24% | -5.13% | -1.97% | 10.70% | -1.18% | 17.33% |
| 2019 | 7.24% | 3.59% | 1.78% | 4.34% | -6.66% | 6.74% | 1.89% | -1.40% | 0.48% | 2.42% | 3.77% | -7.51% | 16.63% |
| 2018 | 5.86% | -3.06% | -2.63% | 0.78% | 2.11% | 0.67% | 3.52% | 3.20% | 0.28% | -5.12% | 1.84% | -18.02% | -12.15% |
| 2017 | 2.10% | 4.24% | 0.16% | 1.14% | 1.82% | 0.34% | 2.21% | 0.31% | 1.90% | 2.34% | 3.26% | -13.09% | 5.72% |
| 2016 | -4.26% | -0.21% | 6.24% | 0.58% | 1.56% | -0.16% | 3.34% | 0.72% | -0.22% | -1.76% | 3.60% | -4.11% | 4.94% |
| 2015 | -3.58% | 6.18% | -1.06% | 0.63% | 1.27% | -1.75% | 2.03% | -6.29% | -2.46% | 8.36% | -0.19% | -7.95% | -5.82% |
| 2014 | -3.96% | 4.08% | 1.30% | -0.39% | 2.04% | 2.06% | -0.98% | 3.52% | -1.49% | 1.93% | 3.87% | -0.27% | 11.97% |
| 2013 | 6.12% | 0.94% | 3.28% | 1.11% | 2.65% | -0.65% | 5.13% | -3.29% | 3.22% | 3.72% | 2.95% | 2.80% | 31.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of SENCX is 78, placing it in the top 22% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Touchstone Large Cap Focused Fund (SENCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Touchstone Large Cap Focused Fund provided a 0.46% dividend yield over the last twelve months, with an annual payout of $0.34 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.34 | $0.08 | $0.05 | $0.09 | $0.27 | $0.27 | $0.42 | $0.50 | $1.10 | $4.99 | $1.87 |
Dividend yield | 0.46% | 0.57% | 0.16% | 0.08% | 0.18% | 0.63% | 0.72% | 0.98% | 1.24% | 2.82% | 11.75% | 4.37% |
Monthly Dividends
The table displays the monthly dividend distributions for Touchstone Large Cap Focused Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.34 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.05 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2017 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.07 | $0.42 |
| 2016 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.16 | $0.50 |
| 2015 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.74 | $1.10 |
| 2014 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.12 | $0.00 | $4.42 | $0.20 | $4.99 |
| 2013 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $1.57 | $1.87 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Touchstone Large Cap Focused Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Touchstone Large Cap Focused Fund was 50.33%, occurring on Mar 9, 2009. Recovery took 493 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.33% | Dec 27, 2007 | 300 | Mar 9, 2009 | 493 | Feb 18, 2011 | 793 |
| -36.67% | Dec 19, 2017 | 567 | Mar 23, 2020 | 109 | Aug 26, 2020 | 676 |
| -30.73% | Aug 26, 1987 | 90 | Dec 29, 1987 | 634 | Jun 4, 1990 | 724 |
| -29.28% | Mar 20, 2002 | 245 | Mar 11, 2003 | 195 | Dec 17, 2003 | 440 |
| -29.13% | Nov 9, 2021 | 225 | Sep 30, 2022 | 362 | Mar 12, 2024 | 587 |
Volatility
Volatility Chart
The current Touchstone Large Cap Focused Fund volatility is 3.54%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.