FMP
Touchstone Large Cap Focused Fund Class Y
SICWX
NASDAQ
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.
61.46 USD
-3.78 (-6.15%)
Operating Data
Year
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
Revenue
4.74B
5.13B
7.1B
7.93B
7.8B
8.91B
10.18B
11.63B
13.28B
15.17B
Revenue %
-
8.24
38.54
11.59
-1.52
14.21
14.21
14.21
14.21
Ebitda
330.1M
477.1M
702.81M
736.9M
705.94M
793.66M
906.46M
1.04B
1.18B
1.35B
Ebitda %
6.97
9.31
9.9
9.3
9.05
8.9
8.9
8.9
8.9
Ebit
152.75M
307.6M
503.66M
515.75M
469.84M
514.27M
587.37M
670.85M
766.2M
875.11M
Ebit %
3.23
6
7.09
6.51
6.02
5.77
5.77
5.77
5.77
Depreciation
177.35M
169.5M
199.15M
221.14M
236.1M
279.38M
319.09M
364.45M
416.25M
475.41M
Depreciation %
3.74
3.31
2.8
2.79
3.03
3.13
3.13
3.13
3.13
EBIT (Operating profit)(Operating income)(Operating earning) = GROSS MARGIN (REVENUE - COGS) - OPERATING EXPENSES (R&D, RENT) EBIT = (1*) (2*) -> operating process (leverage -> interest -> EBT -> tax -> net Income) EBITDA = GROSS MARGIN (REVENUE - COGS) - OPERATING EXPENSES (R&D, RENT) + Depreciation + amortization EBITA = (1*) (2*) (3*) (4*) company's CURRENT operating profitability (i.e., how much profit it makes with its present assets and its operations on the products it produces and sells, as well as providing a proxy for cash flow) -> performance of a company (1*) discounting the effects of interest payments from different forms of financing (by ignoring interest payments), (2*) political jurisdictions (by ignoring tax), collections of assets (by ignoring depreciation of assets), and different takeover histories (by ignoring amortization often stemming from goodwill) (3*) collections of assets (by ignoring depreciation of assets) (4*) different takeover histories (by ignoring amortization often stemming from goodwill)
