See what your fund actually adds

Touchstone Large Cap Fund Class A TACLX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

TACLX compared with its replication portfolio
MeasureTACLXReplication
Annualized growth7.4%9.4%
Annualized volatility14.2%12.8%
Sharpe ratio0.570.77
Maximum drawdown23.1%17.6%
Replication fit (R²)0.88 · Tracking error 4.9%

Replication portfolio

The published portfolio below is the investable basket used to model TACLX’s historical return behavior.

TACLX replication basket weights
TickerBuilding blockWeight
SCHDFactor · Dividend39.4%
SPHQFactor · Quality26.5%
XLPSector · Cons Staples17.9%
USMVFactor · Min Vol16.2%