Touchstone Large Cap Focused Fund Class Y
SICWX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 303 Broadway Cincinnati OH United States of America 45202-4203
- IPO Date
- May 4, 2007
- CIK
- 0000711080
- Website
- westernsouthern.com
- Similar Companies
- Business
- Touchstone Large Cap Focused Fund Class Y (SICWX) is an open-end mutual fund that seeks a combination of current income and long-term growth of capital and income through investments primarily in large capitalization equity securities of U.S. issuers with market capitalizations above $5 billion at the time of purchase; it typically holds a focused portfolio of 25 to 45 companies, with residual cash and equivalents representing less than 10% of net assets, and may invest up to 35% of assets in foreign issuers via ordinary shares or depositary receipts such as American Depositary Receipts (ADRs). The fund's asset allocation emphasizes U.S. stocks at approximately 96.6%, with minor exposure to non-U.S. stocks (2.58%) and cash (0.82%), across key sectors including technology (32.05%), communication services (14.91%), financial services (14.19%), and healthcare (13.71%). Top holdings as of late 2025 include Microsoft Corp. (8.81%), Apple Inc. (7.50%), Meta Platforms Inc. Class A (6.66%), Amazon.com Inc. (5.59%), and Alphabet Inc. (5.57%), representing 34.13% of the portfolio. The Class Y shares, with a net expense ratio of 0.74%, a minimum initial investment of $2,500, and no front-end or deferred loads, cater to institutional and high-net-worth investors seeking low-cost access to the large blend strategy classified under Morningstar's Large Blend category. Launched on May 4, 2007, as part of the Touchstone Funds Group Trust, SICWX operates from the United States and is sub-advised by Fort Washington Investment Advisors, Inc., a subsidiary of Western & Southern Financial Group, headquartered in Cincinnati, Ohio; the fund is distributed by Touchstone Securities, Inc., with total net assets of approximately $3.53 billion and Class Y share class size of $949.24 million. Portfolio management is led by James Wilhelm, who joined on October 30, 2017, and Sunit Gogia (also referred to as Sunit Gogja), appointed as associate portfolio manager on October 28, 2024, reflecting a recent addition to the management team amid ongoing strategic oversight by the sub-advisor. Notable recent developments include Touchstone Investments' broader firm-level expansions, such as entry into actively managed ETFs starting in 2022 with launches including the Touchstone US Large Cap Focused ETF, and leadership hires in 2025 to enhance RIA outreach under new CEO Ben Alge, who assumed the role in early July 2025 following a transition from E. Blake Moore Jr.; these initiatives support asset growth to over $30 billion firm-wide, though no fund-specific acquisitions, funding rounds, or product launches for SICWX were reported in 2024-2025.