LCF - ETF AI Analysis
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Touchstone US Large Cap Focused ETF (LCF)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Short-Term Performance
The ETF has shown strong gains over the past month, suggesting positive recent momentum.
Leading Technology and Growth Holdings
Several major positions in well-known technology and growth companies have delivered strong year-to-date results, helping support the fund’s overall performance.
Broad Sector Diversification Within U.S. Stocks
Holdings spread across technology, communication services, financials, health care, and other sectors help reduce the impact if any single industry struggles.
Negative Factors
High Concentration in a Few Mega-Cap Stocks
A large portion of the portfolio is tied up in a small number of big technology and growth names, increasing the fund’s sensitivity to those companies’ share price moves.
Mixed Performance Among Top Holdings
Some of the largest positions have shown weak or lagging year-to-date performance, which can drag on the ETF’s overall returns.
Higher Expense Ratio for a Large-Cap U.S. ETF
The fund’s expense ratio is on the higher side for a U.S. large-cap ETF, meaning more of the return is eaten up by fees compared with many low-cost index alternatives.
LCF vs. SPDR S&P 500 ETF (SPY)
AUM65.75M
RegionNorth America
Expense Ratio0.56%
Beta0.97
IssuerTouchstone
Inception DateJul 29, 2022
Dividend Yield0.52%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume669
30 Day Avg. Volume4,507
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
54.12Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering46
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LCF Summary
Touchstone US Large Cap Focused ETF (LCF) is an actively managed fund that invests in many of the biggest and most established U.S. companies, without tracking a specific index. It leans heavily toward technology and communication services, with well-known names like Microsoft, Apple, Alphabet (Google), and Amazon among its top holdings. Investors might consider LCF if they want growth potential from leading U.S. companies while still spreading money across several sectors. However, because it is concentrated in large U.S. stocks and especially tech-related names, its value can rise and fall sharply with the stock market and technology sector.
How much will it cost me?The Touchstone US Large Cap Focused ETF (LCF) has an expense ratio of 0.56%, which means you’ll pay $5.60 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, aiming to carefully select and focus on top-performing large-cap stocks. Active management typically involves more research and decision-making, which can lead to higher costs.
What would affect this ETF?The Touchstone US Large Cap Focused ETF could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Microsoft, Apple, and Nvidia. However, rising interest rates or economic slowdowns could negatively impact the financial and consumer cyclical sectors, which are also key components of the ETF. Regulatory changes or geopolitical tensions affecting U.S.-based large-cap companies could further influence its performance.
LCF Top 10 Holdings
LCF is essentially riding the Big Tech and AI wave, with heavy exposure to U.S. giants like Alphabet, Apple, Nvidia, Microsoft, and Amazon. Recently, the real spark has come from Applied Materials and Bank of America, both rising and helping offset some of the drag from a lagging Microsoft and a mixed picture at Meta and Amazon. The fund is clearly tilted toward technology and communication services, with semiconductors and AI as key themes, and its all‑U.S. lineup means performance is tightly tied to the health of the American mega-cap growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 9.52% | $6.21M | $4.34T | 105.51% | 82 Outperform | |
| Apple | 7.66% | $4.99M | $4.53T | 47.93% | 79 Outperform | |
| Microsoft | 7.29% | $4.75M | $2.90T | -22.12% | 79 Outperform | |
| Nvidia | 7.24% | $4.72M | $4.71T | 22.22% | 76 Outperform | |
| Amazon | 5.78% | $3.77M | $2.61T | 12.14% | 71 Outperform | |
| Meta Platforms | 5.59% | $3.65M | $1.48T | -14.58% | 76 Outperform | |
| Applied Materials | 3.47% | $2.26M | $478.79B | 184.37% | 77 Outperform | |
| Bank of America | 3.32% | $2.17M | $416.78B | 26.96% | 72 Outperform | |
| ― | 2.58% | $1.68M | ― | ― | ― | |
| Philip Morris | 2.40% | $1.57M | $284.08B | 5.67% | 61 Neutral |
LCF Technical Analysis
Positive
―
Price Trends
43.62
Positive
42.29
Positive
42.05
Positive
Market Momentum
0.11
Negative
57.78
Neutral
94.26
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LCF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.25, equal to the 50-day MA of 43.62, and equal to the 200-day MA of 42.05, indicating a bullish trend. The MACD of 0.11 indicates Negative momentum. The RSI at 57.78 is Neutral, neither overbought nor oversold. The STOCH value of 94.26 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LCF.
LCF Peer Comparison
Comparison Results
Performance Comparison
LCF
Touchstone US Large Cap Focused ETF
44.04
5.00
12.81%
ACEP
ARS Core Equity Portfolio ETF
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FCUS
Pinnacle Focused Opportunities ETF
―
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JOYT
JPMorgan Equity and Options Total Return ETF
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―
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EGGQ
NestYield Visionary ETF
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JHDG
John Hancock Hedged Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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