Performance Trust Total Return Bond Fund Class Institutional PTIAX
Strategy
The investment seeks to purchase undervalued fixed-income assets and achieve investment returns through interest income and potential capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in bonds or other fixed-income instruments. The fund’s investments in fixed-income instruments may consist of, but are not limited to, securities or other income producing instruments (such as loans) as follows: (1) securities issued or guaranteed by the U.S. government, its agencies or sponsored corporations, (2) corporate obligations.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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PTIAX
| Performance Trust Total Return Bond Fund Class Institutional | Institutional | Open | $10.02B | 0.750% | High | $2,500 | $239.52M | |||
PTAOX
| Performance Trust Total Return Bond Fund Class A | Front Load | Open | $49.32M | 1.000% | High | $1,000 | $8,023.01 | |||
PTCOX
| Performance Trust Total Return Bond Fund Class C | Level Load | Open | $53.07M | 1.750% | High | $1,000 | −$4.80M |