About TOBIX
Touchstone Active Bond Fund Class Institutional is an actively managed mutual fund focused on generating a high level of current income while maintaining capital preservation. As part of the intermediate core-plus bond category, the fund primarily invests in investment-grade bonds, with substantial allocations to U.S. Treasury securities, government-related debt, mortgage-backed securities, and high-quality corporate bonds. Notably, the fund’s strategy also allows for selective exposure to sectors outside the typical core bond universe, including non-U.S. bonds, high-yield corporates, and securitized assets, providing additional diversification. The typical average effective maturity of holdings ranges from 5 to 15 years, resulting in a moderate interest rate sensitivity profile. Designed for institutional investors, the fund features a lower expense ratio among its peers and maintains a broad portfolio, with over 300 bond holdings, to minimize concentration risk. Its role in the market is to serve as a core fixed-income allocation for large portfolios seeking a balance of income generation and risk management, supported by regular monthly distributions and a disciplined, diversified investment process.
Fund Family Touchstone
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol TOBIX
Share Class Institutional
Index Bloomberg U.S. Aggregate Bond TR
TOBIX had a total return of -1.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.08%.
