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TSECTouchstone Securitized Income ETF

Grow my moneyGet income3y track recordRanked #760 of 1,706 in this goal

Seeks total return through income and capital appreciation.

By Touchstone · Launched 2023

Annual Cost

0.40%

#2,089 of 6,040 · average

Fund Size

$168M

#2,614 of 6,040 · mid-size

Return (1Y)

+3.1%

Track Record

3 years

#3,018 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,323+3.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 22.9% of funddiversified

Dreyfus Government Cash Management Funds
4.3%
Federal Home Loan Mortgage Corp.
3.1%
OXFORD FINANCE CREDIT FUND III 2025
2.3%
Planet Fitness Inc.
2.2%
United States Treasury Notes
2.1%
Driven Brands Funding Llc
2.0%
Focus Brands Funding Llc
1.8%
BX COMMERCIAL MORTGAGE TRUST 2025-B
1.7%
Jp Morgan Mortgage Trust 2019-9
1.7%
Thompson Park CLO Ltd.
1.7%

Asset allocation

Bonds
86.3%
Cash
12.7%
Stocks
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.6%Low

Year-on-year price swings

Max drawdown
-1.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.88Decent risk-adjusted returns
Sortino (3Y)
1.29Good downside protection

Bond profile

Duration

4.8 years

Avg maturity

9.3 years

Credit ratings

US Government
1.7%
AAA
22.1%
AA
12.5%
A
12.0%
BBB
37.1%
BB
13.0%
B
1.4%
Below B
0.5%
Other
1.5%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return through income and capital appreciation.
Strategy
Invests primarily in securitized fixed-income securities, including RMBS, CMBS, ABS, and CLOs, while maintaining an effective duration of one to four years. Allocates up to 20% to U.S. Treasury and government agency securities, corporate bonds, and cash equivalents.
Inception date
July 17, 2023
Fund family
Touchstone

Next steps

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Data updated on 2026-09-18