Touchstone Ultra Short Duration is run by a seasoned team of portfolio managers. However, the strategy’s penchant for riskier structured securities, coupled with a lean cohort of dedicated securitized analysts, leads to a Morningstar Analyst Rating of Neutral for its cheaper share classes and Negative for its pricier shares.
Will TSDOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TSDOX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the TSDOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of TSDOX’s parent organization’s priorities and whether they’re in line with investors’ interests.