The investment seeks to purchase undervalued fixed-income assets and achieve investment returns through interest income and potential capital appreciation. The fund invests at least 80% of its net assets in fixed-income instruments. "Fixed-income instruments" include bonds, debt securities and other fixed-income instruments issued by various U.S. government or private-sector entities. The fund may also invest a portion of its assets in derivative instruments, including futures contracts, options and swaps as a substitute for taking positions in fixed-income instruments or to reduce exposure to other risks.
Fund filings (PDF) »
G. Plaiss (Started: Sep 1, 2010)
Anthony Harris (Started: Sep 1, 2010)
# Contact ?>
Performance Trust Investment Advisors, LLC, 500 West Madison, Suite 1750, Chicago, Illinois 60661, USA