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SIO
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Touchstone Strategic Income Opportunities ETF (SIO)

Upturn stock ratingUpturn stock rating
$26.18
Last Close (24-hour delay)
Profit since last BUY3.03%
upturn advisory
Consider higher Upturn Star rating
BUY since 61 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: SIO (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 13.52%
Avg. Invested days 69
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 24.02 - 26.40
Updated Date 06/29/2025
52 Weeks Range 24.02 - 26.40
Updated Date 06/29/2025

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Touchstone Strategic Income Opportunities ETF

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ETF Overview

overview logo Overview

The Touchstone Strategic Income Opportunities ETF seeks to provide a high level of current income and long-term capital appreciation by investing in a diversified portfolio of fixed income securities and other income-producing investments. The fund is actively managed and not designed to track a specific index.

reliability logo Reputation and Reliability

Touchstone is a well-established asset manager with a history of providing investment solutions. Their reputation reflects experience in active management.

reliability logo Management Expertise

The management team possesses expertise in fixed income markets and active investment strategies.

Investment Objective

overview logo Goal

To provide a high level of current income and long-term capital appreciation.

Investment Approach and Strategy

Strategy: The ETF is actively managed and invests in a mix of fixed-income securities and other income-producing investments to generate income and capital appreciation.

Composition The ETF holds a diversified portfolio of fixed income securities, including corporate bonds, government bonds, mortgage-backed securities, and other income-producing assets.

Market Position

Market Share: Data is unavailable to calculate a precise market share.

Total Net Assets (AUM): 16810000

Competitors

overview logo Key Competitors

  • PIMCO Income Strategy ETF (PIM)
  • DoubleLine Income Solutions ETF (DSL)
  • PGIM Fixed Income ETF (PFX)

Competitive Landscape

The competitive landscape is characterized by a range of active and passive fixed-income ETFs. These competitors offer different strategies, credit qualities, durations, and expense ratios. Touchstone Strategic Income Opportunities ETF competes through its active management style, attempting to generate alpha. Information regarding Touchstone Strategic Income Opportunities ETF and PIM, DSL and PFX market share has not been disclosed.

Financial Performance

Historical Performance: Historical performance data is not available in this response but should be reviewed before investing.

Benchmark Comparison: A benchmark comparison would be required to gauge the effectiveness of the ETF's strategy.

Expense Ratio: 1.13

Liquidity

Average Trading Volume

The ETF's average trading volume affects the ease of buying and selling shares; review this factor before investing.

Bid-Ask Spread

The bid-ask spread influences the cost of trading the ETF.

Market Dynamics

Market Environment Factors

Interest rates, credit spreads, and economic growth can all influence the ETF's performance.

Growth Trajectory

Changes in the fund's strategy and holdings may affect its growth trajectory.

Moat and Competitive Advantages

Competitive Edge

The ETF's active management aims to generate higher returns compared to passively managed ETFs. The management team's expertise in fixed income markets could be a significant advantage. The fund's flexibility to invest in a wide range of fixed income securities provides an opportunity to capitalize on market inefficiencies. However, active management performance is subject to manager skill, and higher expense ratios can reduce overall returns.

Risk Analysis

Volatility

The fund's volatility will depend on its underlying asset allocation and market conditions. Analyze the volatility before investing.

Market Risk

The ETF is subject to interest rate risk, credit risk, and market risk, which are inherent to fixed-income investments.

Investor Profile

Ideal Investor Profile

The ETF is suitable for investors seeking current income and potential capital appreciation from a diversified fixed income portfolio.

Market Risk

This ETF may be suitable for long-term investors seeking income and potentially some capital appreciation but who can tolerate moderate risk.

Summary

The Touchstone Strategic Income Opportunities ETF aims to deliver current income and long-term appreciation through active management of a diversified fixed income portfolio. The fund offers flexibility in its investments, including corporate bonds and mortgage-backed securities. Active management seeks to capitalize on market inefficiencies, but the higher expense ratio compared to passively managed ETFs is a consideration. Investors should carefully assess their risk tolerance and investment goals before investing and review historical performance data.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Touchstone Asset Management Website
  • SEC Filings
  • Morningstar

Disclaimers:

The data provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Touchstone Strategic Income Opportunities ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund invests, under normal market conditions, at least 80% of its assets in income producing fixed-income securities. In building the fund"s portfolio, it invests at least 50% of the fund's portfolio in investment-grade rated debt securities. It may also invest up to 50% of the fund's portfolio in non-investment-grade debt securities. It will generally sell a security if the price/yield no longer adequately compensates for the risk profile or if there is a change to allocation between sectors based on relative value.