(TUSI) Touchstone Trust - - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Ultrashort Bond
TUSI: Bonds, Debentures, Notes, Commercial Paper, Certificates Deposit
The Touchstone Ultra Short Income ETF (TUSI) is an ultrashort bond ETF that primarily invests in high-quality, short-duration fixed-income securities. Under normal market conditions, the fund allocates at least 80% of its assets to investment-grade debt securities, including commercial paper, corporate bonds, and other short-term instruments. These securities are rated BBB-/Baa3 or higher by Nationally Recognized Statistical Rating Organizations (NRSROs) or deemed of comparable quality by the funds sub-advisor, Fort Washington Investment Advisors. The funds focus on short-duration securities is designed to provide liquidity and reduce exposure to interest rate volatility.
TUSI is listed on the BATS exchange under the ticker symbol TUSI. As an ultrashort bond ETF, it aims to deliver returns consistent with its short-duration investment strategy while maintaining a focus on preserving capital. The funds portfolio is actively managed to navigate changing market conditions and credit environments. Fort Washington, the sub-advisor, employs a disciplined approach to security selection, emphasizing credit quality and liquidity.
Based on the provided data, here is a 3-month forecast:
Over the next three months, TUSI is expected to maintain its stable performance, supported by its focus on high-quality, short-duration securities. The funds average volume of 56,103 shares over the past 20 days indicates moderate liquidity, while its last price of $25.35 reflects its current market value. The SMA 20 (25.29) and SMA 50 (25.21) suggest slight upward momentum, with the SMA 200 (24.78) indicating longer-term stability. The ATR of 0.04 highlights low volatility, consistent with the funds ultrashort bond strategy. With an AUM of $111.70 million, the fund has sufficient scale to execute its investment strategy effectively.
Additional Sources for TUSI ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
TUSI ETF Overview
Market Cap in USD | 117m |
Category | Ultrashort Bond |
TER | 0.25% |
IPO / Inception | 2022-08-04 |
TUSI ETF Ratings
Growth 5y | 41.3% |
Fundamental | - |
Dividend | 68.9% |
Rel. Strength Industry | 7.65 |
Analysts | - |
Fair Price Momentum | 25.62 USD |
Fair Price DCF | - |
TUSI Dividends
Dividend Yield 12m | 5.51% |
Yield on Cost 5y | 6.29% |
Annual Growth 5y | 59.16% |
Payout Consistency | 100.0% |
TUSI Growth Ratios
Growth Correlation 3m | 99% |
Growth Correlation 12m | 99.9% |
Growth Correlation 5y | 99.7% |
CAGR 5y | 5.76% |
CAGR/Max DD 5y | 0.00 |
Sharpe Ratio 12m | 0.72 |
Alpha | 1.94 |
Beta | 0.01 |
Volatility | 1.24% |
Current Volume | 16.2k |
Average Volume 20d | 55.4k |
As of March 13, 2025, the stock is trading at USD 25.38 with a total of 16,240 shares traded.
Over the past week, the price has changed by +0.08%, over one month by +0.52%, over three months by +1.32% and over the past year by +6.18%.
Partly, yes. Based on ValueRay Analyses, Touchstone Trust - (BATS:TUSI) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 41.27 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of TUSI as of March 2025 is 25.62. This means that TUSI is currently overvalued and has a potential downside of 0.95%.
Touchstone Trust - has no consensus analysts rating.
According to ValueRays Forecast Model, TUSI Touchstone Trust - will be worth about 27.7 in March 2026. The stock is currently trading at 25.38. This means that the stock has a potential upside of +9.02%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 27.7 | 9% |