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Touchstone Active Bond C TODCX

Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 8.40  /  0.12 %
  • Total Assets 248.3 Mil
  • Adj. Expense Ratio
    1.560%
  • Expense Ratio 1.560%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.31%
  • Effective Duration 5.86 years

Morningstar’s Analysis TODCX

Will TODCX outperform in future?

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

Strength in Touchstone Active Bond C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings TODCX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 355
  • Other Holdings 4
  • % Assets in Top 10 Holdings 18.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.375%

5.53
13,679,485
Government

Dreyfus Government Cash Mgmt Instl

2.74
6,778,153
Cash and Equivalents

United States Treasury Notes 4%

2.18
5,392,025
Government

United States Treasury Notes 3.625%

2.12
5,243,498
Government

United States Treasury Notes 3.875%

2.07
5,118,996
Government

United States Treasury Notes 4.875%

1.82
4,507,213
Government

United States Treasury Notes 3.375%

1.19
2,938,051
Government

United States Treasury Bonds 2.375%

1.10
2,723,055
Government

United States Treasury Bonds 4%

0.96
2,365,322
Government

BBCMS MORTGAGE TRUST 2.689%

0.94
2,336,540
Securitized