Touchstone Active Bond Fund (TOBAX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TOBAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TOBAX
TOBAX charges 0.83% annually. There are 108 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | TOBAX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | TOBAX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | TOBAX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | TOBAX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | TOBAX vs BCOIX |
Best Risk-Adjusted Alternatives to TOBAX
TOBAX has a PortfoliosLab risk / return rank of 14. There are 90 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | TOBAX vs HOBIX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | TOBAX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | 86 | — | Jul 2010 | TOBAX vs LCTIX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | TOBAX vs MDVAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 81 | — | Jul 2010 | TOBAX vs LCTRX |
Top Performing TOBAX Alternatives (YTD)
TOBAX is at -1.18% YTD. There are 113 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 2.50% | — | Apr 2021 | TOBAX vs NPCT | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | TOBAX vs HOBIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | TOBAX vs MDVAX | |
| Putnam Mortgage Securities Fund | 1.90% | — | Feb 1984 | TOBAX vs PGSIX | |
| Ancora Income Fund | 1.60% | — | Jan 2004 | TOBAX vs AAIIX |
Lowest Volatility Alternatives to TOBAX
TOBAX has 3.70% 1-year volatility. There are 40 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | TOBAX vs AMFIX | |
| Archer Income Fund | 1.83% | — | Mar 2011 | TOBAX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.05% | — | Jul 2010 | TOBAX vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | TOBAX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | TOBAX vs LCTIX |
Lowest Drawdown Alternatives to TOBAX
TOBAX has a 1-year max drawdown of -2.88%. There are 52 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | TOBAX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | TOBAX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | TOBAX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | TOBAX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | TOBAX vs LCTRX |
Other Mutual Funds from Touchstone
The 10 most viewed Touchstone mutual funds shown here include TSFIX, SWRLX, SENCX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Touchstone Small Cap Fund | Small Cap Blend Equities | 35 | 13.07% | — | Sep 2009 | TOBAX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 94 | 21.00% | — | Mar 1993 | TOBAX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 29 | 6.70% | — | Jan 1934 | TOBAX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 9 | 3.02% | — | Jan 2003 | TOBAX vs TMCPX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 13 | 10.78% | — | Oct 1994 | TOBAX vs TEGAX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 66 | 15.48% | — | Mar 1993 | TOBAX vs SAGWX | |
| Touchstone Balanced Fund | Diversified Portfolio | 29 | 3.90% | — | Nov 1938 | TOBAX vs SEBLX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.91% | — | Mar 1994 | TOBAX vs TSDOX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 49 | 12.41% | — | Dec 1997 | TOBAX vs TEQAX | |
| Touchstone Mid Cap Value Fund | Mid Cap Value Equities | 74 | 15.96% | — | Sep 2009 | TOBAX vs TCVIX |
Often Compared With TOBAX
Investors most often compare TOBAX with VOO, QQQ, TLCIX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare TOBAX with Any Fund or Stock
Compare TOBAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TOBAX with funds that move differently
Touchstone Active Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TOBAX.
Explore TOBAX Diversifiers