Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Performance Trust Asset Management Mutual Funds
View all of Performance Trust Asset Management’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Performance Trust Asset Management Funds List
Share Class Type
1 to 6 of 6 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Performance Trust Total Return Bd Inst | PTIAX | Intermediate Core-Plus Bond | — | 0.81% | 7 | 0.760% | High | Institutional | $2,500 | |
| Performance Trust Multisector Bd Inst | PTCRX | Multisector Bond | — | 3.10% | 16 | 1.000% | High | Institutional | $2,500 | |
| Performance Trust Municipal Bond Instl | PTIMX | Muni National Interm | — | −0.28% | 75 | 0.500% | Average | Institutional | $2,500 | |
| Performance Trust Total Return Bd A | PTAOX | Intermediate Core-Plus Bond | — | 0.07% | 9 | 1.010% | High | Front Load | $1,000 | |
| Performance Trust Municipal Bond A | PTRMX | Muni National Interm | — | −0.42% | 91 | 0.750% | Average | Front Load | $1,000 | |
| Performance Trust Total Return Bd C | PTCOX | Intermediate Core-Plus Bond | — | 0.49% | 14 | 1.760% | High | Level Load | $1,000 |
Performance Trust Asset Management Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank