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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 3.00  /  0.00
  • Total Assets 212.7 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.710%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.91%
  • Effective Duration 4.72 years

USD | NAV as of Jun 03, 2023 | 1-Day Return as of Jun 03, 2023, 12:16 AM 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.

Strategy and team changes remain fresh.

Associate Analyst Elizabeth Templeton

Elizabeth Templeton

Associate Analyst

Summary

Touchstone Strategic Income Opportunities’s new team and undifferentiated approach support a Morningstar Analyst Rating of Neutral on its cheaper share classes; its more expensive C shares are rated Negative.

by Elizabeth Templeton
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings TQPCX

More TQPCX Holdings
  • Current Portfolio Date
  • Equity Holdings 14
  • Bond Holdings 148
  • Other Holdings 9
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.75%

3.53
7,765,691
Government

United States Treasury Notes 3.5%

3.44
7,570,910
Government

United States Treasury Notes 4%

3.43
7,541,866
Government

United States Treasury Bonds 2.375%

3.32
7,312,910
Government

United States Treasury Bonds 1.5%

2.09
4,603,984
Government

NEIGHBORLY ISSUER LLC 3.584%

1.89
4,166,832
Securitized

BX COMMERCIAL MORTGAGE TRUST 3.54238%

1.66
3,646,670
Securitized

Whitebox Clo I Ltd/Llc 6.86557%

1.60
3,529,012
Securitized

AB ISSUER LLC 3.734%

1.60
3,515,657
Securitized

Birch Grove Clo 2 Ltd / Llc 7.04757%

1.59
3,498,746
Securitized