Touchstone Core Bond A 303 Broadway Suite 1100 Cincinnati OH 45202-4203 Map
Phone: 800-543-0407
| Category: | Intermediate-Term Bond | | Fund Family: | Touchstone | | Net Assets: | 38.64M | | Year-to-Date Return: | -8.12% | | Yield: | 5.43% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Oct-94 |
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Tim J. Policinski
Lead Manager since
18-Sep-01 | | | Policinski is a portfolio manager with Fort Washington Investment Advisors, his employer since 2001. Prior to joining Fort Washington, he was second vice president and portfolio manager with Lincoln National. Before attaining his current position, he held several investment-related positions including management of the Lincoln Life annuity and pension assets. Policinski also has experience in short-term investments and cash management. Policinski holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks a high level of current income. Capital appreciation is secondary. The fund normally invests primarily at least 80% of assets in bonds including mortgage-related securities, asset-backed securities, government securities and corporate debt securities. It expects to have an average effective maturity of between five and 15 years. The fund invests at least 65% of total assets in investment-grade debt securities, but may invest up to 35% of total assets in non-investment grade debt securities. It may also invest in U.S. dollar denominated foreign debt securities. |
| Last Dividend
(31-Oct-08):
| 0.04 | | Last Cap Gain
(20-May-04):
| 0.02 | | Annual Holdings Turnover
| 293.00% | | Average for Category:
| 198.25% |
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| Expense | TOBAX | Category Avg | | Total Expense Ratio: | 0.90%
| 0.97% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 4.19% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$831 | $464 | | 5 Yr Expense Projection*: |
$1,118 | $718 | | 10 Yr Expense Projection*: |
$1,936 | $1,431 |
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