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
$ 55.8 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
| MICROSOFT CORP | 8.5 % |
| ALPHABET INC. CLASS C | 8.5 % |
| APPLE INC | 7.4 % |
| NVIDIA CORP | 7.0 % |
| META PLATFORMS INC | 6.0 % |
| AMAZON.COM INC | 5.4 % |
| BANK OF AMERICA CORP | 3.2 % |
| ORACLE CORP | 2.5 % |
| GOLDMAN SACHS GROUP INC | 2.3 % |
| JOHNSON & JOHNSON | 2.3 % |
Constituent Breakdown
| Number of holdings | 47 |
| Herfindahl-Hirschman Index | 402 |
| 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. | 96.1% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 94.3 % |
 |
IRELAND | 1.8 % |
Historical Performance
Standardized Performance (as of 03/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -7.2% | 11.9% | 9.3% | 14.5% | -- | -- | -- | 12.4% |
| Dividend Yield | 0.0% | 0.6% | 0.6% | 0.7% | -- | -- | -- | 0.6% |
| Total Returns | -7.2% | 12.5% | 10.0% | 15.2% | -- | -- | -- | 13.1% | Ann. Volatility | 14.6% | 18.3% | 15.9% | 14.4% | -- | -- | -- | 15.6% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.94 | 96% |
| MSCI EAFE | 0.79 | 59% |
| MSCI Emg Mkts | 0.65 | 52% |
Liquidity Measures
| Avg. volume (000) | 2 |
| ADV traded (mns) | $0 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.13% |
Technical Indicators
| 30d moving avg. (EMA) | $40.20 |
| Relative strength (RSI) | 51 |
| MACD/Signal | -0.13/-0.42 |
| Bollinger Bands (Upper/Lower) | $41.20/$38.11 |
| 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 |
|---|---|---|---|---|
| LVDS | JPMorgan Fundamental Data Science Large Value ETF | 54.8% | -20 bp | +1.3% |
| XLG | Invesco S&P 500 Top 50 ETF | 48.8% | -49 bp | 0.0% |
| LRGC | AB US Large Cap Strategic Equities ETF | 48.7% | -21 bp | +0.2% |
| TMFC | Motley Fool 100 Index ETF | 48.3% | -19 bp | -0.7% |
| OEF | iShares S&P 100 ETF | 47.9% | -49 bp | +0.2% |
| QVML | Invesco S&P 500 QVM Multi-factor ETF | 46.1% | -58 bp | +0.7% |
| DYNF | BlackRock U.S. Equity Factor Rotation ETF | 45.5% | -39 bp | +0.2% |
| AGRW | Allspring LT Large Growth ETF | 45.0% | -34 bp | +0.2% |
| MGC | Vanguard Mega Cap ETF | 44.9% | -62 bp | +0.3% |
| PRXG | Praxis Impact Large Cap Growth ETF | 44.2% | -33 bp | -0.3% |
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 4/19/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
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
4.4%
ALTAR SCORE™
30rd
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,200 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.0%. LCF's ALTAR Score™ is approximately -0.5 standard
deviations above the category average. This places LCF in the 30rd percentile
among funds in the category.
Sell-Side Consensus
$51.79
PRICE TARGET
+20.5%
UPSIDE