Morningstar

Touchstone Active Bond Fund Class Y TOBYX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 9.39  /  −0.21 %
  • Total Assets 276.4M
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.500%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.33%
  • Effective Duration 6.40 years

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

Morningstar’s Analysis TOBYX

Will TOBYX 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 TOBYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TOBYX 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 TOBYX’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 Y holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TOBYX

More TOBYX 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

Sponsor Center