Performance Trust Total Return Bond Fund Class A
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Rating
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Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Performance Trust Asset Management
Manager/Tenure
(Years)
(Years)
Anthony J. Harris (14), G. Michael Plaiss (14), Lars Anderson (1), 1 other
Website
Address
PT Asset Management dba Performance Trust Asset Management
Milwaukee WI - 53201-0701
Milwaukee WI - 53201-0701
Country
United States
Phone Number
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Investment Strategy
The investment seeks to purchase undervalued fixed-income assets and achieve investment returns through interest income and potential capital appreciation. The fund invests at least 80% of its net assets in fixed-income instruments. Its investments in fixed-income instruments may consist of residential mortgage-backed securities ("RMBS") in the prime, subprime and "Alt-A" first lien mortgage sectors and commercial mortgage-backed securities ("CMBS"), including traditional and interest-only CMBS.