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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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
MUNICIPAL BND FND PTIMX USD 2,500 USD 2,500 Bond N/A INSTITUTIONAL Yes
MUNICIPAL BND FND - A PTRMX USD 1,000 USD 1,000 Bond N/A A Yes
STRATEGIC BND FND PTIAX USD 2,500 USD 2,500 Bond N/A INSTITUTIONAL Yes
STRATEGIC BND FND - A PTAOX USD 1,000 USD 1,000 N/A N/A INSTITUTIONAL Yes
STRATEGIC BND FND - C PTCOX USD 1,000 USD 1,000 N/A N/A C Yes

Notes:

  1. Advisor minimums may be lower.