An experienced but relatively lean team manages Touchstone Flexible Income’s wide-ranging mandate which often introduces risk with its broad sector shifts and concentrated bets. It earns a Morningstar Analyst Rating of Neutral for its cheapest share classes and a Negative rating for the more expensive C share class.
Will MXIIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MXIIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MXIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MXIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.