Performance Trust Municipal Bond Instl

Frequently Asked Questions About PTIMX

What are the top holdings of PTIMX?

A machine-readable holdings disclosure for Performance Trust Municipal Bond Instl (PTIMX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does PTIMX invest in?

Performance Trust Municipal Bond Instl (PTIMX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is PTIMX most exposed to?

PTIMX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is PTIMX a US-only fund?

The country allocation card on this page shows PTIMX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does PTIMX invest in?

The fund invests at least 80% of its net assets in investment-grade quality municipal securities that pay interest that is exempt from regular federal income tax. It may invest up to 20% of its net assets in below investment-grade municipal securities as well as up to 20% of its net assets in securities that produce income subject to federal income tax. The fund may invest up to 20% of its net assets in other investment companies, including closed-end funds and ETFs.