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
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 15.43% year-to-date (YTD) and 22.34% in the last 12 months. Over the past 10 years, Touchstone Large Cap Focused Fund had an annualized return of 12.81%, outperforming the S&P 500 benchmark which had an annualized return of 10.88%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.43% | 18.13% |
| 1 month | 1.48% | 1.45% |
| 6 months | 8.06% | 8.81% |
| 1 year | 22.34% | 26.52% |
| 5 years (annualized) | 14.87% | 13.43% |
| 10 years (annualized) | 12.81% | 10.88% |
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% | 15.43% | ||||
| 2023 | 7.09% | -2.98% | 4.14% | 2.87% | 0.45% | 5.70% | 2.77% | -1.93% | -4.61% | -1.68% | 8.52% | 3.12% | 25.00% |
| 2022 | -3.13% | -3.58% | 2.73% | -8.57% | -1.03% | -7.47% | 8.16% | -4.00% | -8.45% | 7.76% | 5.75% | -5.27% | -17.55% |
| 2021 | -0.60% | 5.00% | 3.88% | 5.76% | 0.82% | 1.33% | 1.69% | 3.45% | -4.65% | 5.27% | -2.76% | 4.14% | 25.26% |
| 2020 | 0.49% | -7.84% | -11.23% | 12.94% | 4.36% | 2.08% | 5.77% | 10.24% | -5.13% | -1.97% | 10.70% | 4.30% | 23.83% |
| 2019 | 7.24% | 3.59% | 1.78% | 4.34% | -6.66% | 6.74% | 1.89% | -1.40% | 0.48% | 2.42% | 3.77% | 3.28% | 30.23% |
| 2018 | 5.86% | -3.06% | -2.63% | 0.78% | 2.11% | 0.67% | 3.52% | 3.20% | 0.28% | -5.12% | 1.84% | -9.11% | -2.60% |
| 2017 | 2.10% | 4.24% | 0.16% | 1.14% | 1.82% | 0.34% | 2.21% | 0.31% | 1.90% | 2.34% | 3.26% | 1.21% | 23.11% |
| 2016 | -4.26% | -0.21% | 6.24% | 0.58% | 1.56% | -0.16% | 3.34% | 0.72% | -0.22% | -1.76% | 3.60% | 1.70% | 11.29% |
| 2015 | -3.58% | 6.18% | -1.06% | 0.63% | 1.27% | -1.75% | 2.03% | -6.29% | -2.46% | 8.36% | -0.19% | -1.61% | 0.66% |
| 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 rank of SENCX is 66, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative 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 granted a 0.56% dividend yield in the last twelve months. The annual payout for that period amounted to $0.39 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.39 | $0.39 | $0.75 | $3.96 | $2.80 | $5.12 | $4.52 | $7.38 | $2.96 | $3.78 | $4.99 | $1.87 |
Dividend yield | 0.56% | 0.65% | 1.58% | 6.74% | 5.59% | 11.98% | 12.26% | 17.44% | 7.32% | 9.70% | 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 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.75 | $0.75 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.96 | $3.96 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.80 | $2.80 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.12 | $5.12 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.52 | $4.52 |
| 2017 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $7.03 | $7.38 |
| 2016 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $2.62 | $2.96 |
| 2015 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $3.43 | $3.78 |
| 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 51.58%, occurring on Mar 9, 2009. Recovery took 734 trading sessions.
The current Touchstone Large Cap Focused Fund drawdown is 0.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.58% | Oct 15, 2007 | 351 | Mar 9, 2009 | 734 | Feb 3, 2012 | 1085 |
| -34.59% | May 22, 2001 | 448 | Mar 11, 2003 | 418 | Nov 5, 2004 | 866 |
| -31.56% | Feb 20, 2020 | 23 | Mar 23, 2020 | 93 | Aug 4, 2020 | 116 |
| -30.74% | Aug 26, 1987 | 90 | Dec 29, 1987 | 634 | Jun 4, 1990 | 724 |
| -24.42% | Jan 5, 2022 | 186 | Sep 30, 2022 | 302 | Dec 13, 2023 | 488 |
Volatility
Volatility Chart
The current Touchstone Large Cap Focused Fund volatility is 3.52%, 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.