Logo

Touchstone Strategic Income Opportunities ETF (SIO)

๐Ÿ” Compare with another ETF

ISINUS89157W2026
TER0.01%
ReplicationSynthetic
DistributionAccumulating
Launch Year2022
AUM$0.20 billion
ProviderTouchstone Investments
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

Touchstone Strategic Income Opportunities ETF Price Chart

Live Price (Delayed)
Loading... USD
Description

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.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ CQP 3.25 31-JAN-32
0.36%

Sector Allocation

โšก Energy
12.11%
๐Ÿ”Œ Utilities
0.00%
๐Ÿ’Š Healthcare
11.23%
๐Ÿ’ป Technology
26.68%
๐Ÿ—๏ธ Industrials
21.89%
๐Ÿ˜๏ธ Real Estate
0.00%
๐Ÿ“Š Basic Materials
0.00%
๐Ÿ“Š Consumer Cyclicals
0.00%
๐Ÿ“Š Consumer Defensive
0.00%
๐Ÿ“Š Financial Services
28.09%
๐Ÿ“ก Communication Services
0.00%

Currency Exposure

๐Ÿ’ฐ Bond
95.15%
๐Ÿ’ฐ Cash
2.36%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
1.15%
๐Ÿ’ฐ Stock non-US
0.00%
๐Ÿ’ฐ NotClassified
1.34%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month0.74%
3 Months0.55%
6 Months2.00%
1 Year1.81%
3 YearsN/A
5 YearsN/A
Since Inception16.80%

๐Ÿ“Š Wealth Projection Calculator

Click "Calculate Projection" to see your potential returns.
๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

Compare brokers โ†’
๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

Wealthium AI
Hello! I am your AI investment assistant. Please log in to ask me about ETFs, portfolio optimization, or investment strategies.