Advertisement
Skip to Content
Morningstar

Touchstone Impact Bond Y TCPYX

Morningstar Analyst Rating
Quantitative rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 9.07  /  0.22 %
  • Total Assets 512.3 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.510%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.62%
  • Effective Duration 5.80 years

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis TCPYX

Will TCPYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TCPYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TCPYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of TCPYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Touchstone Impact Bond Y to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor