LCF - ETF AI Analysis
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Touchstone US Large Cap Focused ETF (LCF)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered steady gains over the past month, three months, and year-to-date, showing positive momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and consumer names, have shown strong performance, helping drive the fund’s returns.
Broad Sector Exposure Within U.S. Market
Holdings spread across technology, communication services, financials, health care, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
High Concentration in a Few Stocks
A small number of large positions make up a significant share of the portfolio, increasing the impact if any of these companies stumble.
Mixed Performance Among Top Holdings
While some major positions have done well, others have shown weak or negative performance, which can dampen overall returns.
Limited International Diversification
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is heavily tied to the U.S. market.
LCF vs. SPDR S&P 500 ETF (SPY)
AUM71.45M
RegionNorth America
Expense Ratio0.56%
Beta1.00
IssuerTouchstone
Inception DateJul 29, 2022
Dividend Yield0.49%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,355
30 Day Avg. Volume780
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
56.23Price 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) invests in many of the biggest and most established U.S. companies, with a strong tilt toward technology and communication services. It doesn’t track a specific index, but instead focuses on large, well-known firms like Apple, Microsoft, Alphabet (Google), Nvidia, and Amazon. Investors might consider LCF for long-term growth and diversification across several major sectors of the U.S. economy. However, because it leans heavily toward large tech-related companies, its value can go up and down significantly with swings in the stock market and the tech 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 leaning heavily on Big Tech, with Apple and Nvidia doing much of the heavy lifting as their momentum in devices and AI keeps the fund’s growth engine humming. Meta has been another bright spot, adding extra fuel with its recent rally. On the flip side, Alphabet and Amazon have been more mixed, occasionally tapping the brakes with choppier short-term moves. Bank of America has also been lagging, softening the overall picture. With all major holdings U.S.-based, this is a domestically focused, tech-centric story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 9.62% | $6.85M | $3.97T | 4.72% | 79 Outperform | |
| Alphabet Class C | 8.62% | $6.14M | $4.28T | 46.47% | 82 Outperform | |
| Apple | 8.16% | $5.80M | $4.91T | 37.25% | 79 Outperform | |
| Nvidia | 7.83% | $5.57M | $5.53T | 25.18% | 76 Outperform | |
| Meta Platforms | 6.49% | $4.62M | $1.83T | 1.90% | 76 Outperform | |
| Amazon | 5.85% | $4.16M | $2.83T | 21.29% | 71 Outperform | |
| Bank of America | 2.88% | $2.05M | $379.85B | 11.65% | 72 Outperform | |
| ― | 2.60% | $1.85M | ― | ― | ― | |
| Philip Morris | 2.53% | $1.80M | $313.58B | 25.38% | 61 Neutral | |
| Exxon Mobil | 2.52% | $1.80M | $694.67B | 52.57% | 74 Outperform |
LCF Technical Analysis
Positive
―
Price Trends
46.28
Positive
45.04
Positive
43.49
Positive
Market Momentum
0.20
Negative
61.44
Neutral
97.04
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 46.26, equal to the 50-day MA of 46.28, and equal to the 200-day MA of 43.49, indicating a bullish trend. The MACD of 0.20 indicates Negative momentum. The RSI at 61.44 is Neutral, neither overbought nor oversold. The STOCH value of 97.04 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
46.98
6.24
15.32%
FCUS
Pinnacle Focused Opportunities ETF
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PRMR
PeakShares RMR Prime Equity ETF
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EGGQ
NestYield Visionary ETF
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REGS
Columbia Large Cap Growth ETF
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RWLC
Rayliant Quantitative Developed Market 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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