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Touchstone Active Bond Y (TOBYX)

9.32
-0.02
(-0.21%)
At close: April 17 at 8:04:26 PM EDT

Fund Summary

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.

Touchstone Active Bond Y

Cincinnati, OH 45202
303 Broadway, Suite 1100

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Touchstone
Net Assets 261.02M
YTD Return 2.52%
Yield 3.96%
Morningstar Rating
Inception Date Oct 03, 1994

Fund Operations

Last Dividend 0.09
Last Cap Gain -49.00
Holdings Turnover 261.00%
Average for Category --

Fees & Expenses

Expense TOBYX Category Average
Annual Report Expense Ratio (net) 0.58% 0.75%
Prospectus Net Expense Ratio 0.58% --
Prospectus Gross Expense Ratio 0.74% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.74%
Max Deferred Sales Load -- 1.41%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Austin R Kummer, Lead Manager since July 31, 2021
Austin Kummer is a vice president and senior portfolio manager, focused on portfolio management and research functions within several strategies, including Total Return Fixed Income, Multi-Strategy, Private Debt, and Dividend Equity. Kummer joined the firm in 2013. Prior to becoming a portfolio manager, he was primarily focused on investment grade credit research. Kummer received a BBA from Ohio University in Finance and Business Economics and an MBA in Finance from Xavier University. He is a CFA charterholder.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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