Even with an average pillar rating, Performance Trust Asset Management has had impressive longevity among its product shelf. The firm's risk-adjusted success ratio is 67%, meaning that 67% of its strategies have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Performance Trust Asset Management management has lacked continuity over the past five years, denoted by higher-than-average portfolio manager turnover, which detracts from the firm's stewardship rating. Performance Trust Asset Management open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Performance Trust Asset Management's rating.
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