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LCF - Touchstone US Large Cap Focused ETF

Touchstone US Large Cap Focused ETF logoThe LCF ETF, or the Touchstone US Large Cap Focused ETF, is an exchange-traded fund that seeks to track the performance of the Touchstone Large Cap Focused Index. The index is designed to provide exposure to US large-cap stocks while maintaining a relatively concentrated portfolio of approximately 20-30 stocks.

As of the most recent report, the fund had total assets under management of approximately $7 million and an expense ratio of 0.50%. The fund's top holdings included companies such as Apple Inc., Microsoft Corporation, Inc., and Alphabet Inc., among others. The fund's portfolio is relatively concentrated, with its top 10 holdings representing approximately 56% of the total portfolio.

In terms of performance, the LCF ETF has had mixed performance since its inception in September 2019. As of the end of 2021, the fund had a year-to-date return of approximately 17.4%, a one-year return of approximately 28.3%, and a three-year average annual return of approximately 20.9%.

The LCF ETF offers investors exposure to a relatively concentrated portfolio of US large-cap stocks that are selected based on a proprietary rules-based methodology. The fund's focus on large-cap stocks may appeal to investors who seek a relatively low-risk approach to investing in equities. However, investors should be aware of the risks associated with investing in a concentrated portfolio, which may result in greater volatility compared to more diversified ETFs. Additionally, the fund's relatively high expense ratio may make it less attractive to some investors compared to passive index funds with lower fees.




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