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Morningstar

Touchstone Strategic Income Opp C TQPCX

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub
  • NAV / 1-Day Return 3.08  /  −0.32 %
  • Total Assets 197.3 Mil
  • Adj. Expense Ratio
    1.710%
  • Expense Ratio 1.710%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.93%
  • Effective Duration 4.81 years

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 PM GMT+0

Morningstar’s Analysis TQPCX

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

  • People Pillar

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

Recent changes are still fresh.

Associate Analyst Elizabeth Templeton

Elizabeth Templeton

Associate Analyst

Summary

Touchstone Strategic Income Opportunities’s management team and undifferentiated approach has been in place for two years now, but it has not yet proved itself a compelling offering.

by Elizabeth Templeton
Rated on Published on

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Portfolio Holdings TQPCX

More TQPCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dreyfus Government Cash Mgmt Instl

6.89 13.9 Mil
Cash and Equivalents

United States Treasury Bonds 4.375%

4.12 8.3 Mil
Government

United States Treasury Notes 4%

3.37 6.8 Mil
Government

United States Treasury Bonds 3.875%

3.21 6.5 Mil
Government

United States Treasury Notes 3%

2.96 6.0 Mil
Cash and Equivalents

United States Treasury Bonds 4.75%

2.15 4.3 Mil
Government

Commercial Mortgage Trust 2017 3%

1.82 3.7 Mil
Securitized

Mill City Mortgage Loan Trust 4.10105%

1.64 3.3 Mil
Securitized

United States Treasury Notes 4%

1.59 3.2 Mil
Government

United States Treasury Bonds 2.375%

1.33 2.7 Mil
Government