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 105 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 23. There are 73 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | TOBAX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 95 | — | Jul 2010 | TOBAX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | — | Jul 2010 | TOBAX vs LCTRX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | TOBAX vs GUGAX | |
| MassMutual Diversified Bond Fund | 88 | — | May 1999 | TOBAX vs MDVAX |
Top Performing TOBAX Alternatives (YTD)
TOBAX is at -0.47% YTD. There are 105 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.56% | — | Apr 2021 | TOBAX vs NPCT | |
| 1290 Diversified Bond Fund | 3.25% | — | Jul 2015 | TOBAX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.69% | — | May 1999 | TOBAX vs MDVAX | |
| Holbrook Income Fund Class I | 2.55% | — | Jul 2016 | TOBAX vs HOBIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.44% | — | Sep 2007 | TOBAX vs SEATX |
Lowest Volatility Alternatives to TOBAX
TOBAX has 3.72% 1-year volatility. There are 41 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.15% | — | Jun 2017 | TOBAX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | TOBAX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.96% | — | Jul 2010 | TOBAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.01% | — | Jul 2010 | TOBAX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | TOBAX vs HOBIX |
Lowest Drawdown Alternatives to TOBAX
TOBAX has a 1-year max drawdown of -2.88%. There are 49 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 Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | TOBAX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | TOBAX vs LCTIX |
Other Mutual Funds from Touchstone
The 10 most viewed Touchstone mutual funds shown here include TSFIX, SWRLX, SENCX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Touchstone Small Cap Fund | Small Cap Blend Equities | 22 | 12.09% | — | Sep 2009 | TOBAX vs TSFIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 90 | 18.86% | — | Mar 1993 | TOBAX vs SWRLX | |
| Touchstone Large Cap Focused Fund | Large Cap Blend Equities | 24 | 4.60% | — | Jan 1934 | TOBAX vs SENCX | |
| Touchstone Mid Cap Fund | Mid Cap Blend Equities | 6 | 2.08% | — | Jan 2003 | TOBAX vs TMCPX | |
| Touchstone Mid Cap Growth Fund | Mid Cap Growth Equities | 20 | 13.33% | — | Oct 1994 | TOBAX vs TEGAX | |
| Touchstone Small Company Fund | Small Cap Blend Equities | 48 | 13.55% | — | Mar 1993 | TOBAX vs SAGWX | |
| Touchstone Ultra Short Duration Fixed Income Fund | Ultrashort Bond | 99 | 1.79% | — | Mar 1994 | TOBAX vs TSDOX | |
| Touchstone Balanced Fund | Diversified Portfolio | 27 | 2.97% | — | Nov 1938 | TOBAX vs SEBLX | |
| Touchstone Large Cap Fund | Large Cap Blend Equities | 54 | 12.94% | — | Jul 2014 | TOBAX vs TLCIX | |
| Touchstone Global ESG Equity Fund | Foreign Large Cap Equities | 35 | 10.94% | — | Dec 1997 | TOBAX vs TEQAX |
Often Compared With TOBAX
Investors most often compare TOBAX with QQQ, VOO, AAIIX. These 20 comparison targets span 9 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