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Morningstar

Touchstone Ultra Short Income ETF TUSI

Morningstar Medalist Rating
Medalist Rating as of | See Touchstone Investments Investment Hub

Morningstar’s Analysis TUSI

Will TUSI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TUSI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TUSI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TUSI’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Touchstone Ultra Short Income ETF's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TUSI

More TUSI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MONTANA-DAKOTA UTILS CO DISC 0%

4.47 3.5 Mil
Cash and Equivalents

Cash

4.16 3.3 Mil
Cash and Equivalents

GLS AUTO RECEIVABLES ISSUER TRUST 3.51%

2.02 1.6 Mil
Securitized

Dominos Pizza Inc. 4.474%

1.63 1.3 Mil
Securitized

CREDIT ACCEPTANCE AUTO LOAN TRUST 2023-1 6.48%

1.61 1.3 Mil
Securitized

HPEFS EQUIPMENT TRUST 2022-2 4.94%

1.58 1.2 Mil
Securitized

Columbia Pipeline Group, Inc. 4.5%

1.57 1.2 Mil
Corporate

Ocp Clo 2014-6 Ltd / Ocp Clo 2014-6 FRN 6.46707%

1.53 1.2 Mil
Securitized

The Toronto-Dominion Bank 5.83359%

1.41 1.1 Mil
Corporate

Hply Trust 6.44248%

1.36 1.1 Mil
Securitized