Touchstone Large Cap Focused Fund

Shareclass
Touchstone Large Cap Focused C (SCSCX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Touchstone Large Cap Focused Fund

FUND COVERAGE
# of holdings44
% of assets97%
Score
56 / 100
Rank

83.4 percentile

Group: U.S. Large Cap Equity

Rank: #244 out of 1,462

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. International Flavors & Fragrances Inc
         % of fund invested: 0.61%
         $USD invested: $22.27M
  • 2. Diageo PLC ADR
         % of fund invested: 0.45%
         $USD invested: $16.38M
  • 3. Bank of America Corp
         % of fund invested: 2.8%
         $USD invested: $101.57M
  • 4. Philip Morris International Inc
         % of fund invested: 2.5%
         $USD invested: $90.7M
  • 5. Uber Technologies Inc
         % of fund invested: 0.94%
         $USD invested: $34.28M
  • 6. Jones Lang LaSalle Inc
         % of fund invested: 1.55%
         $USD invested: $56.37M
  • 7. Johnson & Johnson
         % of fund invested: 1.98%
         $USD invested: $72.06M
  • 8. Bristol-Myers Squibb Co
         % of fund invested: 1.02%
         $USD invested: $37.21M
  • 9. The Goldman Sachs Group Inc
         % of fund invested: 1.98%
         $USD invested: $71.78M
  • 10. Microsoft Corp
         % of fund invested: 11%
         $USD invested: $385.11M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Markel Group Inc
         % of fund invested: 1.91%
         $USD invested: $69.48M
  • 2. Berkshire Hathaway Inc Class B
         % of fund invested: 1.56%
         $USD invested: $56.75M
  • 3. SS&C Technologies Holdings Inc
         % of fund invested: 1.46%
         $USD invested: $53.06M
  • 4. Monster Beverage Corp
         % of fund invested: 0.94%
         $USD invested: $34.11M
  • 5. Charles Schwab Corp
         % of fund invested: 2.14%
         $USD invested: $77.58M
  • 6. Hubbell Inc
         % of fund invested: 0.86%
         $USD invested: $31.08M
  • 7. Applied Materials Inc
         % of fund invested: 1.23%
         $USD invested: $44.83M
  • 8. Las Vegas Sands Corp
         % of fund invested: 0.62%
         $USD invested: $22.52M
  • 9. Medtronic PLC
         % of fund invested: 2.03%
         $USD invested: $73.87M
  • 10. HCA Healthcare Inc
         % of fund invested: 1.24%
         $USD invested: $44.93M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Touchstone Large Cap Focused Fund

Totals

Holdings
Assets
Weight
Prisons
4
$917.58M
25%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
5
$946.8M
26%
     Borders high risk
1
$21.2M
0.58%
Total
6
$1B
28%
Full fund results

Holdings — 6 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$385.11M
11%
Prisons
Borders :
$385.11M
11%
2.
Alphabet Inc Class C
Prisons
Borders
$267.49M
7.36%
Prisons
Borders :
$267.49M
7.36%
3.
Amazon.com Inc
Prisons
Borders
$208.23M
5.73%
Prisons
Borders :
$208.23M
5.73%
4.
Salesforce Inc
Borders
$64.77M
1.78%
Borders :
$64.77M
1.78%
5.
Berkshire Hathaway Inc Class B
Prisons
$56.75M
1.56%
Prisons
$56.75M
1.56%
6.
RTX Corp
Borders
$21.2M
0.58%
Borders :
$21.2M
0.58%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer