LCF
Touchstone US Large Cap Focused ETF
LCF is a concentrated portfolio of US-listed large-cap stocks selected based on high conviction that the businesses have a sustainable competitive advantage or have a high barrier to entry in place.
US
EQUITY
Active
MANAGEMENT STYLE
$ 65.6 M
ASSETS UNDER MGMT
69 bp
EXPENSES
Fund Basics
| Inception date | Jul 29, 2022 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| ALPHABET INC. CLASS C | 10.3 % |
| MICROSOFT CORP | 7.9 % |
| APPLE INC | 7.6 % |
| NVIDIA CORP | 7.3 % |
| AMAZON.COM INC | 6.5 % |
| META PLATFORMS INC | 5.5 % |
| BANK OF AMERICA CORP | 3.1 % |
| EXXON MOBIL CORP | 2.5 % |
| PHILIP MORRIS INTERNATIONAL | 2.3 % |
| BROADCOM INC. | 2.3 % |
Constituent Breakdown
| Number of holdings | 46 |
| Herfindahl-Hirschman Index | 439 |
| Wgt avg mkt cap (mns) | $1,610,515 |
| Large cap (>$10bn) | 96.1% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 97.8% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 96.3 % |
 |
IRELAND | 1.5 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 5.3% | 22.3% | 17.0% | 18.0% | -- | -- | -- | 15.6% |
| Dividend Yield | 0.0% | 0.7% | 0.7% | 0.7% | -- | -- | -- | 0.6% |
| Total Returns | 5.3% | 23.0% | 17.7% | 18.7% | -- | -- | -- | 16.2% | Ann. Volatility | 13.7% | 11.9% | 15.9% | 14.4% | -- | -- | -- | 15.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.96 | 90% |
| MSCI EAFE | 0.54 | 47% |
| MSCI Emg Mkts | 0.41 | 46% |
Liquidity Measures
| Avg. volume (000) | 9 |
| ADV traded (mns) | $0 |
| Turnover | 0.6% |
| Avg. Bid/Ask (% of price) | 0.18% |
Technical Indicators
| 30d moving avg. (EMA) | $43.45 |
| Relative strength (RSI) | 63 |
| MACD/Signal | 0.48/0.55 |
| Bollinger Bands (Upper/Lower) | $44.67/$43.22 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. LCF |
Expenses vs. LCF |
ALTAR Score™ vs. LCF |
|---|---|---|---|---|
| LRGC | AB US Large Cap Strategic Equities ETF | 51.9% | -21 bp | +0.2% |
| XLG | Invesco S&P 500 Top 50 ETF | 51.6% | -49 bp | -0.1% |
| LVDS | JPMorgan Fundamental Data Science Large Value ETF | 51.1% | -20 bp | +1.2% |
| TMFC | Motley Fool 100 Index ETF | 50.1% | -19 bp | -0.8% |
| OEF | iShares S&P 100 ETF | 50.0% | -49 bp | 0.0% |
| AGRW | Allspring LT Large Growth ETF | 48.5% | -34 bp | 0.0% |
| MGC | Vanguard Mega Cap ETF | 46.8% | -62 bp | +0.1% |
| JGRO | JPMorgan Active Growth ETF | 46.6% | -25 bp | -1.1% |
| THRO | iShares U.S. Thematic Rotation Active ETF | 46.4% | +21 bp | -0.6% |
| QVML | Invesco S&P 500 QVM Multi-factor ETF | 46.4% | -58 bp | +0.5% |
Risk and Returns: LCF vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.3%
ALTAR SCORE™
32nd
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. LCF's ALTAR Score™ is approximately -0.5 standard
deviations above the category average. This places LCF in the 32nd percentile
among funds in the category.
Sell-Side Consensus
$52.35
PRICE TARGET
+17.7%
UPSIDE