SIO
SIO 1-star rating from Upturn Advisory

Touchstone Strategic Income Opportunities ETF (SIO)

Touchstone Strategic Income Opportunities ETF (SIO) 1-star rating from Upturn Advisory
$26
Last Close (24-hour delay)
Profit since last BUY5.82%
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BUY since 155 days
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Upturn Advisory Summary

01/09/2026: SIO (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

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 14.35%
Avg. Invested days 75
Today’s Advisory Consider higher Upturn Star rating
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Upturn Advisory Performance Upturn Advisory Performance icon 3.0
ETF Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 01/09/2026
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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
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Touchstone Strategic Income Opportunities ETF

Touchstone Strategic Income Opportunities ETF(SIO) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The Touchstone Strategic Income Opportunities ETF (INCM) is an actively managed exchange-traded fund focused on generating income and capital appreciation by investing in a diversified portfolio of income-producing securities. It targets various asset classes, including equities, fixed income, and alternative investments, with a flexible allocation strategy.

Reputation and Reliability logo Reputation and Reliability

Touchstone Investments is a reputable asset management firm known for its commitment to providing investment solutions across different market cycles. Their track record suggests a focus on consistent investment management.

Leadership icon representing strong management expertise and executive team Management Expertise

The ETF is managed by a team of experienced portfolio managers with a deep understanding of fixed income, equity, and alternative asset markets, specializing in identifying income opportunities and managing risk.

Investment Objective

Icon representing investment goals and financial objectives Goal

To provide current income and seek capital appreciation.

Investment Approach and Strategy

Strategy: This ETF is actively managed and does not aim to track a specific index. Its strategy involves a dynamic allocation across different income-generating asset classes.

Composition The ETF holds a mix of global equities, fixed-income securities (including corporate bonds, government bonds, and emerging market debt), and potentially other income-generating instruments like preferred stocks and real estate investment trusts (REITs).

Market Position

Market Share: Market share data for individual actively managed ETFs within broad income-focused categories is dynamic and often less concentrated than index-based ETFs. Specific market share figures for INCM are not readily available in a comparable format to broad index ETFs.

Total Net Assets (AUM): 705000000

Competitors

Key Competitors logo Key Competitors

  • SPDR Portfolio Aggregate Bond ETF (SPAB)
  • iShares Core U.S. Aggregate Bond ETF (AGG)
  • Vanguard Total Bond Market ETF (BND)

Competitive Landscape

The income-focused ETF landscape is highly competitive, dominated by large, low-cost passive ETFs tracking broad bond market indices. INCM's active management approach allows for flexibility but comes with a higher expense ratio, which can be a disadvantage against passive competitors. Its advantage lies in its potential to outperform by actively selecting securities and adjusting allocations.

Financial Performance

Historical Performance: Past performance is not indicative of future results. The ETF has demonstrated varying performance across different market conditions, with a focus on income generation. Specific annualized returns for 1-year, 3-year, 5-year, and since inception are available from financial data providers.

Benchmark Comparison: As an actively managed fund, INCM's performance is often compared to blended benchmarks or custom benchmarks that reflect its diversified asset allocation, rather than a single broad index. Its objective is to outperform these relevant benchmarks.

Expense Ratio: 0.85

Liquidity

Average Trading Volume

The ETF generally exhibits moderate average trading volume, suggesting reasonable liquidity for most investors.

Bid-Ask Spread

The bid-ask spread for INCM is typically competitive, reflecting its status as an actively traded ETF.

Market Dynamics

Market Environment Factors

Factors such as interest rate movements, inflation expectations, economic growth, and credit market conditions significantly influence INCM's performance due to its diversified income-focused portfolio. The current environment of rising rates and inflationary pressures presents both challenges and opportunities for income-generating strategies.

Growth Trajectory

INCM's growth trajectory is influenced by its ability to consistently deliver its investment objectives and adapt its strategy to evolving market conditions. Changes in holdings and allocation are expected as the fund actively manages its portfolio.

Moat and Competitive Advantages

Competitive Edge

INCM's competitive edge stems from its active management strategy, which allows for flexibility in navigating different market conditions and capitalizing on income opportunities across a broad spectrum of asset classes. The management team's expertise in selecting undervalued income-producing securities and their ability to dynamically adjust allocations provide a potential for alpha generation beyond passive index tracking.

Risk Analysis

Volatility

The ETF's historical volatility is generally moderate, reflecting its diversified portfolio. However, specific periods may exhibit higher volatility influenced by its equity and emerging market debt holdings.

Market Risk

Market risk for INCM includes interest rate risk (affecting bond prices), credit risk (default risk of bond issuers), equity market risk, and currency risk for its international holdings.

Investor Profile

Ideal Investor Profile

The ideal investor for INCM is one seeking a consistent stream of income along with potential for capital appreciation, who understands and accepts the risks associated with actively managed, diversified income strategies and is comfortable with a moderate expense ratio.

Market Risk

INCM is generally more suited for long-term investors looking for income generation and diversification rather than short-term, active traders due to its active management approach and objective.

Summary

The Touchstone Strategic Income Opportunities ETF (INCM) is an actively managed fund designed to provide income and capital appreciation through a diversified portfolio of global equities, bonds, and other income-generating assets. While facing competition from low-cost passive ETFs, its active management strategy aims to generate alpha. Investors should consider its moderate expense ratio and the inherent risks of its diversified, income-focused holdings.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • Touchstone Investments Official Website
  • Financial Data Aggregators (e.g., Morningstar, ETF.com)

Disclaimers:

This information is for illustrative purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

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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.