TOBIX Mutual Fund

TOBIX Mutual Fund (Touchstone Active Bond Fund Institutional Class) is managed by Touchstone Investments with $129.5M in net assets. TOBIX expense ratio is 0.49%, holding 539 positions across sectors including Financials, Real Estate, Health Care. Inception date: 2012-04-16.

TOBIX performance shows a YTD return of -0.78%. The 1-year return is 2.71% and the 5-year return is 0.01%. TOBIX dividend yield stands at 4.52%, paid monthly.

TOBIX top holdings include Treasury Note (Otr) 3.63% Dec 31, 2030 (5.2%), Us Treasury N/B 3.375 01/31/2028 (5.1%), Us Treasury N/B 11/35 4 (5.1%), Treasury (Cpi) Note 2.38% Feb 15, 2056 2.38 2056-02-15 (3.9%), Us Treasury N/B 05/30 4 (2.5%). Go to all TOBIX holdings, TOBIX sectors, or TOBIX dividends.

TOBIX can be compared against other funds. Use TOBIX overlap to find shared positions, or TOBIX vs another fund for a side-by-side view. TOBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.