Performance Short-Term Govt Inc A
100 Summer Street,Suite 1500 Boston X1 02110
Map
Phone: 800-737-3676
| Category: | Short Government | | Fund Family: | Performance | | Net Assets: | 6.25M | | Year-to-Date Return: | 1.59% | | Yield: | 2.35% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-92 |
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Kelly Collins
Lead Manager since
01-Jan-00 | | | Collins is a portfolio manager and trust investment officer with Trustmark National Bank. He has been with the bank since 1991 and has specialized in fixed-income securities. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks a high level of current income as is consistent with limiting the risk of potential loss. The fund normally invests at least 80% of assets in U.S. government securities. It maintains a dollar weighted average portfolio of less than three years with a maximum effective maturity of five years for any individual security. The fund focuses on maximizing income consistent with prudent investment risk within this maturity range and credit and risk tolerances established for the fund. |
| Last Dividend
(30-Nov-09):
| 0.01 | | Last Cap Gain
(16-Dec-94):
| 0.00 | | Annual Holdings Turnover
| 31.95% | | Average for Category:
| 166.98% |
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| Expense | PFSFX | Category
Avg | | Total Expense Ratio: | %
| 0.88% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 3.00%
| 2.77% | | Max Deferred Sales Load: | %
| 2.33% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $592 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $984 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,099 |
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1.27% Nasdaq 0.00%
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