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Performance Trust Strategic Bond PTIAX Fund Analysis

| Medalist Rating as of | See Performance Trust Asset Management Investment Hub

Morningstar’s Analysis PTIAX

Will PTIAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An upgrade in People Pillar rating is the primary driver of Performance Trust Strategic Bond's upgrade to a Morningstar Medalist Rating of Gold from Silver.

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Morningstar Manager Research


Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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