Performance Trust Strategic Bond Fund (PTIAX) Ranked #1 by OnWallStreet
What Sets Us Apart:
The Performance Trust Strategic Bond Fund (PTIAX)
Discover how PTIAX could potentially complement your portfolio by comparing the Fund to the ten largest multisector bond funds. READ
PTAM - A Differentiated Approach to Fixed Income Investing
At PTAM, we believe that once you free yourself from traditional bond metrics, you can uncover better risk reward scenarios in the fixed income market.
Quarterly Fund Commentary
Read market reviews and portfolio insights from our investment managers.
Performance Trust Strategic Bond Fund Commentary (PTIAX)
Performance Trust Municipal Bond Fund Commentary (PTIMX/PTRMX)
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www.onwallstreet.com are those of OnWallStreet and are not intended
as a forecast or as investment recommendations. Information provided
with respect to the Fund’s returns, standard deviation, expense
ratio, and total assets are as of the dates described in the article
and are subject to change at any time.
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standardized performance and other data for PTIAX.
Performance data quoted represents past
performance which does not guarantee future results. The investment
return and principal value of an investment will fluctuate so that
an investor’s shares, when redeemed, may be worth more or less than
original cost. Current performance may be lower or higher than the
performance quoted. Performance data current to the most recent
month-end may be obtained here on this website or by calling (866)
Mutual fund investing involves risk. Principal loss is
possible. Investments in debt securities typically decrease in value
when interest rates rise. This risk is usually greater for
longer-term debt securities. Investments in lower rated and non-rated
securities present a greater risk of loss to principal and interest
than higher-rated securities. Investments in asset-backed and
mortgage-backed securities include additional risks that investors
should be aware of such as credit risk, prepayment risk, possible
illiquidity and default, as well as increased susceptibility to
adverse economic developments. Investments in Real Estate Investment
Trusts (REITs) involve additional risks such as declines in the value
of real estate and increased susceptibility to adverse economic or
regulatory developments. Derivatives involve investment exposure that
may exceed the original cost and a small investment in derivatives
could have a large potential impact on the performance of the Fund.
Options and Swap positions held in the Fund may be illiquid and the
Fund manager may have difficulty closing out a position.
Diversification does not assure a profit or protect against a loss in
a declining market. Income from tax-exempt bonds may be subject to
state and local taxes and a portion of income may be subject to the
federal alternative minimum tax for certain investors. Federal income
tax rules will apply to any capital gains distributions.
PTAM is the advisor to the Performance Trust Mutual Funds,
which are distributed by Foreside Fund Services, LLC. PTAM is
registered to do business in the state of Colorado under the name
PTAM and in the state of Florida under the name PTAM Performance
Trust Asset Management, LLC.