Touchstone Large Cap Fund Q4 2025: The Quality Factor's Unexpected Drag

For the quarter concluding December 31, 2025, the Touchstone Large Cap Fund (Class A Shares, Load Waived) recorded performance that lagged its benchmark, the Russell 1000® Index. A significant factor contributing to this relative underperformance was the general weakness observed in the Quality investment factor, which the Fund strategically prioritizes. On the sector front, the fund's lower-than-benchmark allocation to both Information Technology and Real Estate proved beneficial to its returns. Conversely, its reduced exposure to the Health Care sector and an elevated weighting in Financials acted as detractors from its overall performance.

BlackRock (BLK) currently holds an RS Score of 60.86, positioning it in the 30.12th percentile within its country and the 28.22nd percentile within its sector. A closer look at its underlying scores reveals strong performance in Growth, scoring an impressive 96.39. Conversely, the stock exhibits weaker scores in areas such as Valuation (28.35), Profitability (53.26), Momentum (34.89), and EPS Revisions (71.00). Want to discover which stocks rank the highest? Start your free 7-day trial at rankedstocks.com.