Touchstone Ares Credit Opportunities Fund Institutional Class (TARBX)

Overview

This fund is a dynamic investment vehicle that diversifies its holdings across several asset classes, incorporating a mix of equity securities from a broad spectrum of domestic companies, ETFs (Exchange-Traded Funds), U.S. Treasury Note futures contracts, options on equity indices, and fixed income securities. It is crafted for investors looking to capitalize on a comprehensive approach to the financial markets, blending traditional equity investments with fixed income products and derivatives to potentially enhance returns while seeking to manage risk.

Products and Services

• Equity Securities and Equity ETFs

  The fund invests in a wide range of equity securities from domestic companies of any market capitalization. It also includes investments in Equity ETFs, which are funds that in turn invest in stocks, providing investors with diversified exposure to the equity markets.

• U.S. Treasury Note Futures

  Engages in futures contracts based on 5- and 10-Year U.S. Treasury Notes, a strategy aimed at generating profits from the fluctuations in interest rates and the overall health of the government debt market.

• Options on Equity Indices and Equity ETFs

  The fund employs options trading strategies on equity indices and Equity ETFs. This includes buying and selling put and call options to potentially profit from or hedge against market movements.

• Investment Grade Short-Term Fixed Income Securities and ETFs

  Focuses on investment grade, short-term fixed income securities, such as U.S. Treasuries, and ETFs that invest in those types of securities. This component aims to provide the fund with a stable income stream and reduce overall portfolio volatility.