Nasdaq - Delayed Quote USD

Performance Trust Multisector Bd Inst (PTCRX)

8.70 +0.02 (+0.23%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
25
Min Initial Investment, AIP
25
Min Subsequent Investment
2,500
Min Subsequent Investment, IRA
5
Min Subsequent Investment, AIP
1

Broker Availability

  • Cetera Advisors LLC
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Vanguard NTF
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 01.24.2024
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund seeks to achieve its investment objective by active allocation primarily in the fixed-income securities market. The Adviser allocates the fund's assets across different sectors in response to the changing environment, which includes but is not limited to, financial, market, economic, and political factors, and trends or events that the Adviser's investment process determines may affect the fund's investments.

Fund Overview

Category Multisector Bond
Fund Family Performance Trust Asset Management
Net Assets 109.97M
YTD Return 2.25%
Yield 6.00%
Morningstar Rating
Inception Date Dec 31, 2020

Performance & Risk

YTD Return 0.95%
5y Average Return 0.00%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

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