Mutual Fund Insights: Touchstone Ohio Tax-Free Bond A Fund (TOHAX)

In-depth Analysis of Touchstone Ohio Tax-Free Bond A Fund (TOHAX)

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See Touchstone Ohio Tax-Free Bond A Fund (TOHAX) performance details as of February 28, 2010

  

Last Trade: $11.58 on 3/19/2010, Change: +0.01 (0.09%)

  

Fund Manager - John J Goetz

Fund Manager Tenure: 23.4 years   [Similar Funds: TOHCX ]
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

Goetz has been a vice president and senior portfolio manager of Fort Washington since May 2000. From 1981 until 1999 he was employed by an investment advisor that was acquired by Fort Washington in 1999. Goetz holds the Charted Financial analyst designation.  Get more insights on John J Goetz

  

 What we like about Touchstone Ohio Tax-Free Bond A Fund (TOHAX)

Data for Touchstone Ohio Tax-Free Bond A Fund (TOHAX) as of February 28, 2010

• Touchstone Ohio Tax-Free Bond A Fund (TOHAX) management has been with Touchstone Ohio Tax-Free Bond A Fund for 23.4 years
• Touchstone Ohio Tax-Free Bond A Fund (TOHAX) has good mid-term performance (3-year return 3.96% vs 3.13 % Muni Ohio category average)
• Touchstone Ohio Tax-Free Bond A Fund (TOHAX) has good Long-term performance (5-year return 3.88% vs 3.53 % Muni Ohio category average)
• Touchstone Ohio Tax-Free Bond A Fund (TOHAX) ratio of up-years vs down years is greater than 2
• Touchstone Ohio Tax-Free Bond A Fund (TOHAX) has an annual stock turnover rate of 2.00% vs Muni Ohio average of 17.50%. It is good that Touchstone Ohio Tax-Free Bond A management does not trade extensively for its return.
• Touchstone Ohio Tax-Free Bond A Fund (TOHAX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.73, lower than category average of 6.46
• Touchstone Ohio Tax-Free Bond A Fund (TOHAX) has a lower management fee than its Muni Ohio average: 0.81% vs 1.04%

  

 What we are cautious about Touchstone Ohio Tax-Free Bond A Fund (TOHAX)

Data for Touchstone Ohio Tax-Free Bond A Fund (TOHAX) as of February 28, 2010

• Touchstone Ohio Tax-Free Bond A Fund is a focused fund with 30.68% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Touchstone Ohio Tax-Free Bond A Fund (TOHAX) has a less-than-ideal short-term performance (1-year return 7.76% vs 9.79 % Muni Ohio category average)
• Touchstone Ohio Tax-Free Bond A Fund (TOHAX) has a Morningstar rating of 3 and below
• Touchstone Ohio Tax-Free Bond A Fund (TOHAX) carries a 4.75% load

See Touchstone Ohio Tax-Free Bond A Fund (TOHAX) performance details as of February 28, 2010

  

  

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Touchstone Ohio Tax-Free Bond A Fund (TOHAX) Net Asset

Track net asset change of Touchstone Ohio Tax-Free Bond A fund (TOHAX)

Date	Net Asset
02/2010	$60.64M
01/2010	$52.90M
11/2009	$53.31M

More historic net asset information on Touchstone Ohio Tax-Free Bond A Fund (TOHAX)

  

Touchstone Ohio Tax-Free Bond A Fund (TOHAX) Portfolio Allocation

Track portfolio allocation change of Touchstone Ohio Tax-Free Bond A fund (TOHAX)

Date	Cash	Stock	Bond	Other
09/2009	1.69%	0%	98.31%	0%
06/2009	1.81%	0%	98.19%	0%
03/2009	1.86%	0%	98.14%	0%

Click here to see more historic asset allocation information on Touchstone Ohio Tax-Free Bond A Fund (TOHAX)

  

Most Recent Top 10 Holdings in Touchstone Ohio Tax-Free Bond A Fund (TOHAX)

Discover what Touchstone Ohio Tax-Free Bond A Fund (TOHAX) manager is buying

30-Sep-09 Little Miami Ohio Loc Sch Dist 5% [5.3%] Oregon Ohio City Sch Dist 5% [3.66%] Canal Winchester Ohio Loc Sch Ref 4.75% [3.48%] Ohio St Hosp Fac Rev Acting By Ho 5.125% [3.42%] Columbus Ohio City Sch Dist 5% [3.25%] Eaton Ohio City Sch Dist 5% [3.21%] Lakewood Ohio City Sch Dist 5.25% [2.82%] REYNOLDSBURG OHIO CITY SCH DIS SCH FACS [2.7%] Ohio St Higher Edl Fac Commn R Ref Re 5% [2.52%] Richland Cnty Ohio Hosp Facs R Re 5.125% [2.42%]

30-Jun-09 Little Miami Ohio Loc Sch Dist 5% [5.5%] Oregon Ohio City Sch Dist 5% [3.76%] Canal Winchester Ohio Loc Sch Ref 4.75% [3.51%] Eaton Ohio City Sch Dist 5% [3.44%] Columbus Ohio City Sch Dist 5% [3.26%] Lakewood Ohio City Sch Dist 5.25% [2.97%] REYNOLDSBURG OHIO CITY SCH DIS SCH FACS [2.71%] Ohio St Higher Edl Fac Commn R Ref Re 5% [2.57%] Richland Cnty Ohio Hosp Facs R Re 5.125% [2.32%] Delaware Ohio Ltd Go Va 5% [2.12%]

31-Mar-09 Little Miami Ohio Loc Sch Dist 5% [5.72%] Oregon Ohio City Sch Dist 5% [3.81%] Canal Winchester Ohio Loc Sch Ref 4.75% [3.57%] Eaton Ohio City Sch Dist 5% [3.55%] Columbus Ohio City Sch Dist 5% [3.32%] Lakewood Ohio City Sch Dist 5.25% [3.07%] REYNOLDSBURG OHIO CITY SCH DIS SCH FACS [2.74%] Ohio St Higher Edl Fac Commn R Ref Re 5% [2.56%] Richland Cnty Ohio Hosp Facs R Re 5.125% [2.25%] Akron Ohio Impt Go B 5% [2.16%]

Click here for Stock Holding Change Map in Touchstone Ohio Tax-Free Bond A Fund (TOHAX)

  

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See more information on Touchstone Ohio Tax-Free Bond A Fund (TOHAX)

• Touchstone Ohio Tax-Free Bond A Fund Insights
• Touchstone Ohio Tax-Free Bond A Fund Performance Data
• Touchstone Ohio Tax-Free Bond A Fund News
• Touchstone Ohio Tax-Free Bond A Fund Score Explaination
• Touchstone Ohio Tax-Free Bond A Fund Manager Information
• Historic Touchstone Ohio Tax-Free Bond A Fund Asset Allocation Report
• Historic Touchstone Ohio Tax-Free Bond A Fund Top 10 Holding Tracking
• Historic Touchstone Ohio Tax-Free Bond A Fund Asset Under Management Tracking