Key stats
About Touchstone Strategic Income Opportunities ETF
Expense ratio
0.49%
Home page
Inception date
Jul 21, 2022
SIO actively invests in domestic and foreign fixed income securities including corporate bonds, government debt, mortgage- and asset-backed securities, as well as preferred stocks. SIO may hold high-yield bonds up to 50% of the portfolio in addition to investing at least the same percentage in investment-grade. The advisor employs a high conviction, yield-oriented investment approach while implementing a bottom-up security selection process to identify attractive opportunities, while maintaining a sector-diversified and focused number of issuers. A variety of proprietary tools are also utilized in security screening and analysis, as well as quantification of risk and reward combined with credit analysis. The fund may additionally invest in mortgage dollar-roll transactions, reverse repurchase agreements, and derivatives to remain consistent with the funds investment strategies and limitations. Prior to October 31, 2024, the fund was named Touchstone Strategic Income Opportunities ETF.
Classification
What's in the fund
Exposure type
Corporate
Government
Securitized
Stocks7.03%
Finance4.98%
Electronic Technology0.52%
Industrial Services0.28%
Consumer Non-Durables0.27%
Energy Minerals0.27%
Technology Services0.25%
Health Technology0.24%
Consumer Durables0.23%
Bonds, Cash & Other92.97%
Corporate40.70%
Government26.94%
Securitized24.12%
Cash1.00%
Futures0.21%
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