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Fixed Income · Estados Unidos
SIO · AMEX · Touchstone · domicilio Estados Unidos
Yield actual
6.96%
Índice GW
93.36
TER anual
0,82%
Patrimonio
294,72 M USD
Índice GW calculado con 4.26 años de historia.
Under typical market conditions, this fund commits a minimum of 80% of its overall assets to fixed-income instruments designed to generate income. A core component of its portfolio strategy involves allocating at least 50% of its holdings to debt securities rated as investment-grade. Furthermore, it has the discretion to invest up to 50% of its portfolio in non-investment-grade debt. The fund's managers generally opt to sell a security if its yield-to-price relationship no longer sufficiently offsets its risk profile, or if a reallocation across sectors is deemed appropriate due to shifts in relative market value.