Performance Trust Municipal Bond A
Milwaukee, Wisconsin 53202
615 East Michigan Street
Trust For Professional Managers
管理資訊
,自 2022年2月28日 起的牽頭經辦人
Mr. Peiler serves as a member of the Adviser’s portfolio management team. His responsibilities include portfolio construction, security selection and risk management of municipal bonds. Prior to joining the Adviser, Mr. Peiler was the Chief Investment Officer at BNC National Bank for over 23 years from 1998 to 2022. At BNC National Bank, he applied Shape Management® to the management of its portfolio of municipal, mortgage-backed, and other structured fixed-income securities. Mr. Peiler also managed portfolios for clients of its Wealth Management Division, and prior to leaving BNC National Bank, he was named the Interim Chief Financial Officer. Mr. Peiler received a Bachelor of Business Administration majoring in Banking and Financial Economics from the University of North Dakota, and is a CFA® charterholder. Mr. Peiler served on the CFA Society Minnesota board from 2010 through 2021, and was its President from 2017 through 2019.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Muni National Interm
基金家族Performance Trust Asset Management
淨資產715.73M
本年度至今日回報-2.04%
收益率3.57%
晨星評級★★★
成立日期2012年9月27日
基金運作
上次股息0.22
上次資本增益-16.00
持股週轉率68.24%
組別平均無
費用與支出
支出PTRMX類別平均
年報支出比率 (淨值)0.75%0.68%
招股書淨支出比率0.75%無
招股書總支出比率0.75%無
最高 12b1 費用無無
最高首次認購費無3.56%
最高遞延銷售費用無1.22%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
