PTCOX

About PTCOX

The Performance Trust Total Return Bond Fund Class C is an open-end mutual fund that focuses on investing in diversified fixed-income securities. Its primary purpose is to purchase undervalued fixed-income assets to generate investment returns through both interest income and potential capital appreciation. The fund maintains a flexible approach, allocating assets across various types of bonds, including U.S. government and agency securities, investment-grade and high-yield corporate debt, asset-backed securities, municipal bonds, and mortgage-backed securities. This broad sector exposure is designed to help the fund perform across different interest rate environments and credit cycles. Managed by a seasoned team at Performance Trust Asset Management, the fund employs comprehensive analysis to assess the credit quality and return prospects of each holding. With a relatively low investment minimum and monthly dividend payouts, it aims to appeal to a broad base of fixed-income investors seeking consistent income as well as capital growth. The fund’s sizable asset base underscores its role as a notable participant in the U.S. bond market, supporting diversification and resilience within investor portfolios.