Mutual Funds

PERFORMANCE TRUST FUNDS

Exchange Hours Website
9:30 - 15:59 ET ptam.com/index.html


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
PERFORMANCE TRUST MUNICIPAL BOND FUND PTIMX Bond USD 1,000,000 USD 2,500 N/A INSTITUTIONAL Yes
PERFORMANCE TRUST MUNICIPAL BOND FUND PTRMX Bond USD 1,000,000 USD 1,000 N/A A Yes
PERFORMANCE TRUST STRATEGIC BOND FUND PTIAX Bond USD 1,000,000 USD 2,500 N/A INSTITUTIONAL Yes
PERFORMANCE TRUST STRATEGIC BOND FUND PTAOX N/A USD 1,000,000 USD 1,000 N/A INSTITUTIONAL Yes
PERFORMANCE TRUST STRATEGIC BOND FUND PTCOX N/A USD 1,000 USD 1,000 N/A C Yes

Notes:

  1. Advisor minimums may be lower.