Morningstar

Touchstone Active Bond Fund Class A TOBAX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 9.38  /  −0.21 %
  • Total Assets 276.4M
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.07%
  • Effective Duration 6.40 years

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:43 AM GMT+0

Morningstar’s Analysis TOBAX

Will TOBAX outperform in the 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 TOBAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TOBAX 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 TOBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Touchstone Active Bond A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings TOBAX

More TOBAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

3.32 9M
Government

United States Treasury Notes 4%

3.12 9M
Government

United States Treasury Notes 3.875%

3.03 8M
Government

BNY Dreyfus Govt Cash Mgmt Instl

2.94 8M
Cash and Equivalents

United States Treasury Notes 4.125%

2.61 7M
Government

United States Treasury Bonds 2.375%

2.49 7M
Government

United States Treasury Notes 3.75%

2.28 6M
Government

United States Treasury Notes 4.375%

1.93 5M
Government

United States Treasury Notes 3.625%

1.38 4M
Government

United States Treasury Notes 3.875%

1.30 4M
Government

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