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Touchstone Strategic Income Opportunities ETF (SIO)



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Upturn Advisory Summary
08/14/2025: SIO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Touchstone Strategic Income Opportunities ETF
ETF Overview
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.
Reputation and Reliability
Touchstone is a well-established asset manager with a history of providing investment solutions. Their reputation reflects experience in active management.
Management Expertise
The management team possesses expertise in fixed income markets and active investment strategies.
Investment Objective
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
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.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.

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