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Touchstone Impact Bond Fund Institutional Class (TCPNX)

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9.33 -0.02    -0.21%
08:00:00 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 277.3M
Type:  Fund
Market:  United States
Asset Class:  Bond
Touchstone Total Return Bond Instl 9.33 -0.02 -0.21%

TCPNX Overview

 
On this page you'll find an in-depth profile of Touchstone Impact Bond Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of TCPNX among other information.
Category

Intermediate-Term Bond

Total Assets

277.3M

Expenses

0.51%

Inception Date

40756

Investment Strategy

The investment seeks current income; capital appreciation is a secondary goal. The fund invests, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in fixed-income securities that meet certain positive impact criteria. Fixed-income securities primarily consist of U.S. government obligations, corporate debt obligations (including non-investment-grade corporate debt obligations), mortgage-backed securities, asset-backed securities and taxable and tax-exempt municipal securities.

Contact Information

Address 303 Broadway, Suite 1100, PO Box 5354
Cincinnati,OH 45201-5354
United States
Phone +1 8005430407

Top Executives

Name Title Since Until
Thomas Venezia Associate Director 2021 Now
Biography Thomas Venezia, CFA, Associate Director, has been with EARNEST since 2014. His prior experience includes seven years with GenOn Energy Management (acquired by NRG) where he was responsible for hedging the company’s fuel liabilities and utility assets and managing risk with respect to the company’s proprietary trade books.
Christopher J Fitze Partner 2006 Now
Biography Mr. Fitze is a member of the investment team at EARNEST Partners. He holds an MBA from the University of Chicago Booth School Of Business and a BA in Economics from Emory University, where he was an Academic All-American in golf and a member of the International Economics Honor Society. His graduate studies concentrated on the impact of fiscal and monetary policy on interest rates along with other areas of finance and economics. He is also a member of the CFA Institute and the CFA Society Atlanta.
Douglas S. Folk - 1998 2021
Biography Folk has been a portfolio and research manager at the Manager since 1999. From 1996 to 1999, Mr. Folk was a portfolio manager at Investek Capital Management. Folk holds the Charted Financial Analyst designation.
Ryan Kelly Principal 2011 2013
Biography Ryan Kelly, CFA, is the Head of Special Situations for PGIM Fixed Income and senior portfolio manager for PGIM Fixed Income’s Special Opportunities Fund and Credit Opportunities strategy. Mr. Kelly is also a member of the Special Opportunities Fund Investment Committee. Prior to his current roles, Mr. Kelly was a senior portfolio manager for PGIM Fixed Income’s U.S. High Yield Team and a senior credit analyst in the Credit Research Group covering a range of leveraged finance industries. Mr. Kelly began his career in investment banking at Chase Manhattan Bank, where he specialized in project finance and mergers & acquisitions. He received a BA in Economics from Michigan State University and holds the Chartered Financial Analyst (CFA) designation.
J. Ryan Kelly - 2010 2011
Chloe R. Thompson - 2010 2011
William B. Buie Portfolio Manager, Core Equity 2009 2010
Biography W. Bradford Buie, CFA is a Vice President and Principal of the firm. Mr. Buie has primary responsibility for fixed income portfolio management, research and trading. Prior to joining Atlanta Capital in 2009, Mr. Buie was with Earnest Partners in Atlanta, Georgia where he served as portfolio manager of their short duration and core fixed income products. Prior to Earnest Partners, Mr. Buie was a Vice President and portfolio manager at Seix Advisors in Upper Saddle River, New Jersey. Mr. Buie is a graduate of Auburn University where he earned a Bachelor of Science degree in Finance. Mr. Buie holds a Chartered Financial Analyst designation.
John M. Friedman Partner 1991 2006
Biography Friedman has been a partner of the Earnest Partners, LLC. since its inception in 1999.
Michael T. McRee Principal, Portfolio Manager, controlling shareholder 1991 2006
Biography McRee is a principal, portfolio manager, and controlling shareholder with Investek Capital Mgmt.
Tim Ellis - 1991 1998
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