FBRX Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 31, 2025	Touchstone Core Municipal Bond Fund	1.9%	6.2%	FBRX	CLO, credit, Fed, high yield, loans, rates, Spreads	Single name dispersion has increased, particularly in names with negative headlines, as evidenced by auto supplier First Brands declining 60 points before filing for bankruptcy. The manager believes value-add from credit selection and avoidance will increase in the months ahead given tight spreads and little room for error.		View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of FBRX

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

FBRX

FBRX

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of FBRX

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