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Touchstone Flexible Income Y (MXIIX) Fund Ranking and Research

Ranking, Research and Recommendation of Touchstone Flexible Income Y (MXIIX) Fund

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Graph of Touchstone Flexible Income Y Fund (MXIIX) ManagerFund Manager - Peter Kwiatkowski

Fund Manager Information

Fund Manager Tenure: 16.3 years
Fund Family: Touchstone
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Kwiatkowski is a portfolio manager with Fifth Third Asset Management, Inc from 2003 and has 9 years of investment experience. He joined Fifth Third Bank's Treasury Group in 2001 and moved in 2003 to Fifth Third Asset Management. Prior experiences include over two years with Pacific Investment Management Company LLC (PIMCO) in various functions including portfolio analyst. Kwiatkowski holds the Chartered Financial Analyst designation.  Get more insights on Peter Kwiatkowski

 

Graph of Touchstone Flexible Income Y Fund (MXIIX) ProfileTouchstone Flexible Income Y Fund (MXIIX) Profile

Fund Profile and Description

Touchstone Flexible Income Y Fund seeks a high level of income consistent with reasonable risk; capital appreciation is a secondary objective. Touchstone Flexible Income Y Fund normally invests at least 80% of assets in income-producing securities such as debt securities, common stocks, preferred stocks and common and preferred shares of closed-end investment companies having portfolios consisting primarily of income-producing securities. Debt securities in which the fund may invest include, but are not limited to, U.S. government agency securities and variable or floating-rate instruments. It does not invest more than 20% of its portfolio in securities rated BB or lower.

 

Touchstone Flexible Income Y (MXIIX) Fund Strength What we like about Touchstone Flexible Income Y (MXIIX) Fund

Data for Touchstone Flexible Income Y Fund (MXIIX) as of May 30, 2016

  • Touchstone Flexible Income Y Fund (MXIIX) management has been with Touchstone Flexible Income Y Fund for 16.3 years
  • Touchstone Flexible Income Y Fund (MXIIX) has good short-term performance (1-year return 3.85% vs 2.06% Intermediate-Term Bond category median performance)
  • Touchstone Flexible Income Y Fund (MXIIX) has good mid-term performance (3-year return 3.80% vs 2.45% Intermediate-Term Bond category median performance)
  • Touchstone Flexible Income Y Fund (MXIIX) has good Long-term performance (5-year return 4.64% vs 3.27% Intermediate-Term Bond category median performance)
  • Touchstone Flexible Income Y Fund (MXIIX) ratio of up-years vs down years is greater than 2
  • Touchstone Flexible Income Y Fund (MXIIX) has a Morningstar rating of 4 and above
  • Asset base in Touchstone Flexible Income Y Fund (MXIIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Touchstone Flexible Income Y Fund (MXIIX) has an annual stock turnover rate of 102.00% vs Intermediate-Term Bond average of 158.97%. It is good that Touchstone Flexible Income Y management does not trade extensively for its return.
  • Touchstone Flexible Income Y Fund (MXIIX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.93, lower than category average of 3.08
  • Touchstone Flexible Income Y Fund (MXIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Touchstone Flexible Income Y Fund (MXIIX) Weakness What we are cautious about Touchstone Flexible Income Y (MXIIX) Fund

Data for Touchstone Flexible Income Y Fund (MXIIX) as of May 30, 2016

  • Touchstone Flexible Income Y Fund (MXIIX) has a higher expense ratio of 0.84% than its Intermediate-Term Bond average of 0.81%
See Touchstone Flexible Income Y Fund (MXIIX) performance details as of May 30, 2016

 

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Compare Touchstone Flexible Income Y Fund (MXIIX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Touchstone Flexible Income Y3.013.853.804.64
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Sterling Capital Total Return Bond I (BIBTX)3.753.243.103.66Compare
Goldman Sachs Core Fixed Income Instl (GSFIX)3.212.752.793.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare Touchstone Flexible Income Y Fund (MXIIX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Intermediate-Term Bond ETF (BIV)4.41%3.91%3.36%
Vanguard Total Bond Market ETF (BND)3.37%3.14%2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)2.02%2.51%2.99%
iShares MBS (MBB)2.24%2.43%2.91%
iShares Interm Government/Credit Bd (GVI)2.51%2.14%1.88%

 

Graph of Touchstone Flexible Income Y Fund (MXIIX) Net Asset TrackingTouchstone Flexible Income Y (MXIIX) Fund Net Asset

Track net asset change of Touchstone Flexible Income Y fund (MXIIX)

DateNet Asset
05/2016$611.52M
03/2016$542.74M
02/2016$488.55M
More historic net asset information on Touchstone Flexible Income Y Fund (MXIIX)

  

Graph of Touchstone Flexible Income Y Fund (MXIIX) Portfolio TrackingTouchstone Flexible Income Y (MXIIX) Fund Portfolio Allocation

Track portfolio allocation change of Touchstone Flexible Income Y fund (MXIIX)

DateCashStockBondOther
03/20165.82%4.96%69.17%0.08%
12/20152.7%3.76%75.82%0.18%
09/20151.69%4.81%76.34%0.07%
Click here to see more historic asset allocation information on Touchstone Flexible Income Y Fund (MXIIX)

 

graph of Touchstone Flexible Income Y Fund (MXIIX) Top 10 Position TrackingTop 10 Holdings in Touchstone Flexible Income Y (MXIIX) Fund

Discover what Touchstone Flexible Income Y Fund (MXIIX) manager is buying

Mar 30, 2016
US Treasury Note 2.125% [3.98%]
US Treasury Note 0.75% [2.76%]
US Treasury Bond 3% [2.62%]
General Elec FRN [2.55%]
US Treasury Note 2.25% [2.39%]
US Treasury Note 1.375% [2.34%]
Wells Fargo & Co New FRN [1.86%]
Goldman Sachs Grp FRN [1.81%]
Jpmorgan Chase FRN [1.75%]
Market Vectors® Gold Miners ETF [1.63%]

Dec 30, 2015
90day Euro$ Futr Dec17 [31.38%]
3 Mn Euribor Fut Dec17 [31.33%]
US Treasury Note 2.125% [5.43%]
Markit Cdx N.A Ig.24 06/20 Cdxig524 06/20/20 [4.8%]
US Treasury Note 1.375% [2.77%]
Cap One Finl FRN [1.8%]
Pnc Finl Svcs Grp FRN [1.8%]
US Treasury Note 1.75% [1.7%]
US Treasury Note 1.625% [1.69%]

Sep 29, 2015
3 Mn Euribor Fut Dec17 [38.01%]
90day Euro$ Futr Dec17 [37.2%]
90day Euro$ Futr Mar17 [21.06%]
90day Euro$ Futr Mar18 [20.95%]
US Treasury Note 2.25% [3.76%]
Markit Cdx N.A Ig.24 06/20 [2.84%]
US Treasury Note 1.75% [2.04%]
Goldman Sachs Grp FRN [1.95%]
US Treasury Bond 3% [1.94%]
Click here for Stock Holding Change Map in Touchstone Flexible Income Y Fund (MXIIX)

  

Latest News on Touchstone Flexible Income Y (MXIIX) Fund

See what is happening with Touchstone Flexible Income Y Fund (MXIIX)

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Touchstone Flexible Income Y Fund (MXIIX) Related ResourcesSee more information on Touchstone Flexible Income Y (MXIIX) Fund

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