Performance Trust Municipal Fund Quote

PTRMX Fund  USD 23.34  0.04  0.17%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Performance Trust is trading at 23.34 as of the 4th of December 2024; that is 0.17 percent up since the beginning of the trading day. The fund's open price was 23.3. Performance Trust has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Performance Trust Municipal are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of December 2022 and ending today, the 4th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in investment-grade quality municipal securities that pay interest that is exempt from regular federal income tax. It may invest up to 20 percent of its net assets in below investment-grade municipal securities as well as up to 20 percent of its net assets in securities that produce income subject to federal income tax. More on Performance Trust Municipal

Moving together with Performance Mutual Fund

  0.9PTAOX Performance TrustPairCorr
  0.9PTCOX Performance TrustPairCorr
  0.78PTCRX Performance Trust CreditPairCorr
  0.9PTIAX Performance TrustPairCorr
  1.0PTIMX Performance TrustPairCorr

Moving against Performance Mutual Fund

  0.76LETRX Voya Russia FundPairCorr
  0.53KSCOX Kinetics Small CapPairCorr
  0.51KNPCX Kinetics ParadigmPairCorr

Performance Mutual Fund Highlights

Fund ConcentrationPerformance Trust Asset Management Funds, Muni National Interm Funds, Muni National Interm, Performance Trust Asset Management, Muni National Interm, Muni National Interm (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date29th of December 2022
Fiscal Year EndAugust
Performance Trust Municipal [PTRMX] is traded in USA and was established 4th of December 2024. Performance Trust is listed under Performance Trust Asset Management category by Fama And French industry classification. The fund is listed under Muni National Interm category and is part of Performance Trust Asset Management family. This fund at this time has accumulated 643.22 M in assets with minimum initial investment of 1 K. Performance Trust is currently producing year-to-date (YTD) return of 2.99% with the current yeild of 0.0%, while the total return for the last 3 years was -0.54%.
Check Performance Trust Probability Of Bankruptcy

Instrument Allocation

Top Performance Trust Municipal Mutual Fund Constituents

FGXXXFirst American FundsMoney Market FundUS Money Market Fund
More Details

Performance Trust Risk Profiles

Performance Trust Against Markets

Other Information on Investing in Performance Mutual Fund

Performance Trust financial ratios help investors to determine whether Performance Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Performance with respect to the benefits of owning Performance Trust security.
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