Performance Trust Municipal Bond Fund - A Class
PTRMX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Bonds
- Address
- Trust For Professional Managers DE United States of America
- IPO Date
- Sep 28, 2012
- CIK
- 0001141819
- Website
- ptam.com
- Similar Companies
- Business
- Performance Trust Municipal Bond Fund - A Class (PTRMX) is a mutual fund that seeks high current income exempt from federal income tax by investing primarily in a diversified portfolio of investment-grade municipal securities. The fund offers shares in the A Class with a front-end sales load, targeting income-focused investors such as individuals in higher tax brackets; it emphasizes high-quality, short- to intermediate-term municipal bonds issued by states, territories, and local governments to fund public projects. Managed by Performance Trust Asset Management LLC, the fund operates within the municipal bond segment of the fixed-income industry, with a focus on tax-exempt securities across the United States. Established in 2008 and headquartered in Chicago, Illinois, the fund is part of Performance Trust Capital Partners, an independent financial services firm specializing in fixed-income strategies. Core offerings include municipal bonds from general obligation issuers, revenue bonds supporting essential services like water, sewer, and transportation; the portfolio typically maintains an average duration of under five years to balance yield and interest rate risk. No major acquisitions, funding rounds, or strategic alliances have been announced for the fund in the last 1-2 years; however, Performance Trust Asset Management continues to refine its proprietary research-driven approach to municipal bond selection amid evolving market conditions, including recent fluctuations in interest rates and supply dynamics in the muni sector. The fund remains available through various broker-dealers and financial advisors nationwide, with no recent name changes or reorganizations reported.