About PTCRX
Performance Trust Multisector Bond Fund Institutional Shares is a mutual fund focused on providing long-term investment returns by primarily investing in a diverse portfolio of income-producing fixed-income securities. Its strategy involves allocating at least 80% of net assets to various types of bonds, including government, corporate, and securitized debt, allowing for flexibility across sectors and credit qualities. The fund typically maintains a moderate interest rate sensitivity and credit quality profile, making it suitable for investors seeking broad bond market exposure with a multisector approach. With a portfolio that includes U.S. Treasury securities, asset-backed securities, mortgage trusts, and corporate bonds, this fund delivers monthly income distributions and aims for both income generation and potential capital appreciation. The fund's assets under management reflect its scale and market relevance within the multisector bond category, and its institutional share class is designed for larger investments, typically featuring a higher minimum investment and expense ratio relative to some peers. As a multisector bond fund, it plays an important role in diversified portfolios by balancing income, credit, and interest rate risks across a wide range of fixed-income sectors.
Fund Family Performance Trust Asset Management
Category Multisector Bond
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PTCRX
Share Class - Institutional Class
PTCRX had a total return of 8.02% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.58%.
