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Performance Trust Total Return Bond Fund-institutional Class: (MF: PTIAX)

(NASDAQ Mutual Funds) As of May 2, 2024 08:00 PM ET

$19.33 USD

+0.03 (0.16%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PTIAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Performance Trust Strategic Bond I PTIAX NA NA 0.00 0.00 0.60 0.76

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Performance Trust Total Return Bd PTIAX 19.33 8/31/2010 0.75 5.28 -0.90 1.24

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Performance Trust Strategic Bond I PTIAX 2500 500 2500 M

Contact Information

Family Performance
Address 237 Park Ave
New York, NY 10017
Phone 800 737-3676