Immutable verification record
Touchstone Strategic Trust-Touchstone Large Cap Focused Fund
Run 363649da-fcfb-4007-87ef-de06de7710ca · portfolio period 2026-03-31 · captured 2026-07-29T14:22:09.616Z
This is the permanent record of what our July 29, 2026 data run computed for Touchstone Strategic Trust-Touchstone Large Cap Focused Fund, and the exact SEC documents every number came from — it exists so anyone can check us.
Current interpretation · methodology 1.5
How to read this prior-run record now
43.1% of this portfolio matches the Russell 1000 Growth index, which costs $50 a year per $100,000 to own outright. This fund charges $700 a year.
This interpretation is computed under the current methodology and is not inserted into the immutable record below.Cite these figures
Each snippet includes the figure’s source-event date and immutable verification URL.
Best-fit active share
Sensible Investor, “Touchstone Strategic Trust-Touchstone Large Cap Focused Fund — best-fit active share,” 56.9% versus the Russell 1000 Growth index, fund portfolio as of 2026-03-31; measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-31. https://sensible-investor.com/registry/scrlx/as-of/363649da-fcfb-4007-87ef-de06de7710ca
SCRLX filed expense ratio
Sensible Investor, “Touchstone Strategic Trust-Touchstone Large Cap Focused Fund — filed expense ratio,” 0.70% for SCRLX, as of 2025-06-30. https://sensible-investor.com/registry/scrlx/as-of/363649da-fcfb-4007-87ef-de06de7710ca
SCRLX fee per active unit
Sensible Investor, “Touchstone Strategic Trust-Touchstone Large Cap Focused Fund — fee per unit of active management,” 1.23% using the SCRLX expense ratio as of 2025-06-30 and fund portfolio as of 2026-03-31. https://sensible-investor.com/registry/scrlx/as-of/363649da-fcfb-4007-87ef-de06de7710ca
Active share by comparison index
| Index | Active share | Holdings evidence | Identifier match |
|---|---|---|---|
| the Russell 1000 Growth index | 56.9% | measured against the filed holdings of iShares Russell 1000 Growth ETF (IWF), as of 2026-03-31 | 75.9% |
| the S&P 500 | 58.4% | measured against the filed holdings of iShares Core S&P 500 ETF (IVV), as of 2026-03-31 | 89.8% |
| the Russell 1000 index | 60.6% | measured against the filed holdings of iShares Russell 1000 ETF (IWB), as of 2026-03-31 | 96.7% |
| the total US market | 62.1% | measured against the filed holdings of Vanguard Total Stock Market ETF (VTI), as of 2026-03-31 | 96.7% |
| the Russell 1000 Value index | 80.2% | measured against the filed holdings of iShares Russell 1000 Value ETF (IWD), as of 2026-03-31 | 62.2% |
| the S&P MidCap 400 | 99.2% | measured against the filed holdings of iShares Core S&P Mid-Cap ETF (IJH), as of 2026-03-31 | 2.4% |
| the S&P SmallCap 600 | 100.0% | measured against the filed holdings of iShares Core S&P Small-Cap ETF (IJR), as of 2026-03-31 | 0.0% |
| the Russell 2000 index | 100.0% | measured against the filed holdings of iShares Russell 2000 ETF (IWM), as of 2026-03-31 | 0.0% |
Filed expense ratios by share class
| Share class | Expense ratio | Filing period | SEC document |
|---|---|---|---|
| SCRLX (Touchstone Strategic Trust-Touchstone Large Cap Focused Fund) | 0.70% | 2025-06-30 | Open SEC expense filing |
| SCSCX (Touchstone Strategic Trust-Touchstone Large Cap Focused Fund) | 1.80% | 2025-06-30 | Open SEC expense filing |
| SENCX (Touchstone Strategic Trust-Touchstone Large Cap Focused Fund) | 0.98% | 2025-06-30 | Open SEC expense filing |
| SICWX (Touchstone Strategic Trust-Touchstone Large Cap Focused Fund) | 0.73% | 2025-06-30 | Open SEC expense filing |
| TSRLX (Touchstone Strategic Trust-Touchstone Large Cap Focused Fund) | 0.66% | 2025-06-30 | Open SEC expense filing |
Match rates
| Fund identifier match | 75.9% |
|---|---|
| the Russell 1000 Growth index | 75.9% |
| the S&P 500 | 89.8% |
| the Russell 1000 index | 96.7% |
| the total US market | 96.7% |
| the Russell 1000 Value index | 62.2% |
| the S&P MidCap 400 | 2.4% |
| the S&P SmallCap 600 | 0.0% |
| the Russell 2000 index | 0.0% |
Fee-drag windows
| Share class | Window | Fee drag | Window dates |
|---|---|---|---|
| SCRLX | 10 years | $27,427 | 2016-07-29 to 2026-07-29 |
| SCRLX | 20 years | $133,417 | 2006-07-31 to 2026-07-29 |
| SCRLX | 30 years | proxy history begins 2000 — no full 30-year window | Proxy history begins 2000-05-26 |
| SCSCX | 10 years | $68,229 | 2016-07-29 to 2026-07-29 |
| SCSCX | 20 years | $316,369 | 2006-07-31 to 2026-07-29 |
| SCSCX | 30 years | proxy history begins 2000 — no full 30-year window | Proxy history begins 2000-05-26 |
| SENCX | 10 years | $38,146 | 2016-07-29 to 2026-07-29 |
| SENCX | 20 years | $183,276 | 2006-07-31 to 2026-07-29 |
| SENCX | 30 years | proxy history begins 2000 — no full 30-year window | Proxy history begins 2000-05-26 |
| SICWX | 10 years | $28,587 | 2016-07-29 to 2026-07-29 |
| SICWX | 20 years | $138,872 | 2006-07-31 to 2026-07-29 |
| SICWX | 30 years | proxy history begins 2000 — no full 30-year window | Proxy history begins 2000-05-26 |
| TSRLX | 10 years | $25,877 | 2016-07-29 to 2026-07-29 |
| TSRLX | 20 years | $126,099 | 2006-07-31 to 2026-07-29 |
| TSRLX | 30 years | proxy history begins 2000 — no full 30-year window | Proxy history begins 2000-05-26 |
Check it yourself
- Open the fund’s linked SEC holdings filing and, for fees, the linked SEC expense filing in the table above.
- Find each security identifier and portfolio weight in the holdings filing, and the net annual operating expense for the relevant share class in its expense filing.
- Recalculate the comparison using the active-share formula and portfolio rules.
Raw record (JSON)
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