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Touchstone Active Bond A TOBAX

Quantitative rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 9.59  /  0.31 %
  • Total Assets 257.9 Mil
  • Adj. Expense Ratio
    0.900%
  • 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 3.11%
  • Effective Duration 6.71 years

Morningstar’s Analysis TOBAX

Will TOBAX outperform in future?

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

Summary

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An upgrade in its Process Pillar rating is the primary driver of Touchstone Active Bond A's upgrade to a Morningstar Quantitative Rating of Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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