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Touchstone Large Cap Focused Fund Class Y (SICWX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 946.04M
Sentinel Common Stock I
71.94
+0.11
+0.15%
- Overview
- Profile
- Historical Data
- Holdings
SICWX Overview
On this page you'll find an in-depth profile of Touchstone Large Cap Focused Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of SICWX among other information.
Investment Strategy
The investment seeks to provide investors with capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in large capitalization equity securities. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will generally hold 25 to 45 companies, with residual cash and equivalents expected to represent less than 10% of the fund's net assets. It may invest up to 35% of its assets in securities of foreign issuers through the use of ordinary shares or depositary receipts such as American Depositary Receipts ("ADRs"). The fund is non-diversified.
Contact Information
Address
303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Cincinnati,OH 45201-5354
United States
Phone
+1 8005430407
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sunit Gogja | - | 2024 | Now |
| James E. Wilhelm | Head | 2017 | Now |
| Biography | Managing Director and Senior Portfolio Manager, joined Fort Washington Investment Advisors, Inc. ("Fort Washington”) in 2002. Prior to Fort Washington, he served as an equity research analyst for Riggs Investment Management Corp. and First Union Securities. Previously he worked for Evergreen Funds and Salomon Smith Barney. Wilhelm earned a bachelor’s degree in business administration from Wingate University and an MBA in finance from Johns Hopkins University. He has investment experience dating back to 1993. | ||
| Hilary T. Roper | Co-Portfolio Manager | 2010 | 2017 |
| Biography | Hilary joined Sentinel in 1998 and is a portfolio manager for the Sentinel Common Stock Fund . Along with her portfolio management responsibilities, she is an equity analyst on the large cap team and covers the consumer discretionary, consumer staples, health care, and IT services sectors. Since the start of her investment industry career in 1992, she has held positions with Schroder Capital Management International and Smith Barney, Inc. Hilary is a graduate of Cornell University and holds the designation of Chartered Financial Analyst. | ||
| Daniel J. Manion | Vice President | 1994 | 2017 |
| Biography | Dan joined Sentinel in 1993 and is director of equity research as well as a portfolio manager for the large core team. He is a portfolio manager for the Sentinel Common Stock Fund and the Sentinel Balanced Fund. He began his career in the investment industry in 1987 as an analyst with Wright Investors’ Service. Dan received his undergraduate degree from the University of Oklahoma and his MBA from the University of Bridgeport. He holds the Chartered Financial Analyst designation. | ||
| Van Harissis | - | 1999 | 2004 |
| Biography | Van has more than 31 years of investment management experience. He is a founding partner and a member of the firm’s investment team and serves as a portfolio manager for the focused large cap value strategy and general support for the small and mid cap portfolios. Prior to joining Champlain, Van was a senior vice president at NL Capital Management, Inc. and served as a portfolio manager with Sentinel Advisors, Inc. He was responsible for managing large cap core equity and balanced strategies. Van served as managing director and portfolio manager at Phoenix Investment Partners, Ltd., before joining NL Capital Management, Inc. Van graduated cum laude from the University of Rochester with a Bachelor of Arts in Economics. He received his MBA degree, graduating cum laude, at Johnson Graduate School of Management, Cornell University. Van earned his Chartered Financial Analyst (CFA) designation in 1989 and is a member of the CFA Institute and the Vermont CFA Society. | ||
| Richard A. Pender | CIO | 1994 | 1999 |
| Biography | Pender is chief investment officer with American Guaranty & Trust, his employer since 1993. He also currently serves as a senior vice president with Sentinel Advisors, his employer since 1986. Previously, Pender spent three years as an assistant director for stock market research with the American Stock Exchange. Pender holds the Chartered Financial Analyst designation and he is a member of the New York Society of Analysts. | ||
| Keniston P. Merrill | CEO | 1994 | 1997 |
| Biography | Merrill is chief executive officer and portfolio manager with Sentinel Advisors, his employer since 1982. Previously, he was managing director with Rothschild Inc. Merrill was born August 14, 1936. | ||
| Robert L. Lee | Portfolio Manager | 1994 | 1996 |
| Biography | Lee is a portfolio manager and director of equity research with Sentinel Advisors, his employer since 1993. Previously, he was a vice president and director of a portfolio-management group at Shawmut. Lee holds the Chartered Financial Analyst designation. He is a member of the Association for Investment Management and Research, and the Boston Security Analysts Society. | ||
| Christopher E. Martin | Senior Vice President | 1985 | 1994 |
| Biography | Martin joined National Life in 1969 as a security analyst and was named senior security analyst in 1971. He became vice president of Sentinel Advisors Company in 1978, senior vice president in 1986, and president and chief executive officer in 1991. Martin also serves as senior vice president of National Life Investment Management Company. Prior to joining National Life, Martin was a security analyst with Connecticut Bank and Trust Company in Hartford for three years. | ||
| Keniston P. Merrill | CEO | 1982 | 1985 |
| Biography | Merrill is chief executive officer and portfolio manager with Sentinel Advisors, his employer since 1982. Previously, he was managing director with Rothschild Inc. Merrill was born August 14, 1936. | ||
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