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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.41% 0.99% 111.64M 2585.73
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 36.00% -3.343M Upgrade

Basic Info

Investment Strategy
The Fund seeks total return through income and capital appreciation. The Fund will primarily invest in a variety of securitized fixed-income securities, including residential mortgage-backed securities, commercial mortgage-backed securities, asset-backed securities, and collateralized loan obligations.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name Touchstone Investments
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
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7.61%
6.71%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.94%
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-10.23%
7.21%
3.53%
7.49%
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4.70%
7.57%
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4.91%
-0.64%
-11.29%
3.97%
2.47%
7.20%
As of December 07, 2025.

Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.31%
Stock 0.00%
Bond 92.86%
Convertible 0.00%
Preferred 0.00%
Other 3.83%
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Basic Info

Investment Strategy
The Fund seeks total return through income and capital appreciation. The Fund will primarily invest in a variety of securitized fixed-income securities, including residential mortgage-backed securities, commercial mortgage-backed securities, asset-backed securities, and collateralized loan obligations.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name Touchstone Investments
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
Start Trial

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