TOBIX – Touchstone Active Bond Institutional Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks to provide as high a level of current income as is consistent with the preservation of capital; capital appreciation is a secondary goal. Under normal circumstances, the fund invests at least 80% of its assets in bonds. Bonds include mortgage-related securities, asset-backed securities, government securities, and corporate debt securities. The fund may also invest up to 20% of its total assets in foreign-issued debt securities denominated in either the U.S. dollar or a foreign currency.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
TOBYX	Touchstone Active Bond Fund Class Y	No Load	Open			Apr 12, 2012	$44.49M	0.580%	Above Average	$2,500	$9.47M
TOBIX	Touchstone Active Bond Fund Class Institutional	Institutional	Open			Apr 12, 2012	$107.04M	0.490%	Above Average	$500,000	−$11.66M
TOBAX	Touchstone Active Bond Fund Class A	Front Load	Open			Oct 3, 1994	$100.16M	0.830%	Above Average	$2,500	−$7.67M
TODCX	Touchstone Active Bond Fund Class C	Level Load	Open			Oct 3, 1994	$1.65M	1.500%	Average	$2,500	−$421,375.06

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