PT Asset Management, LLC (PTAM) is a finance company that provides comprehensive portfolio management services. Its rich history and vast expertise in the industry allow them to deliver strategic and municipal bond funds, among other financial resources.

In a bid to enhance transparency, PTAM provides a quarterly commentary of their various funds. This commentary gives valuable insights and market reviews from their investment managers, offering potential investors a glimpse into the fund's performance, strategies, and expected return. The strategic bond fund commentary and municipal bond fund commentary are among the highlights of this exercise. To benefit from these insights, users are advised to enable JavaScript in their browsers; having an updated browser enhances the overall user experience.

PTAM also provides clear knowledge about the performance and ratings of their mutual funds on a monthly and quarterly basis. This performance data is further dissected into various fragments, such as the daily NAV returns, Morningstar rating, Morningstar category, and Morningstar percentage ranking. It also reveals the number of funds in each category and the returns since inception.

Taking transparency further, the data specifies that the Morningstar Ratings are based on risk-adjusted returns while the Morningstar Percentage Rankings are rooted in total returns. This comprehensive breakdown of performance and ratings can be important for investors in making informed decisions about their investments.

One point to note is the Credit Fund, which presently does not provide any history of fund performance or rankings. It's important for prospective investors in the Credit Fund to be aware of this current limitation.

As with any investment firm, PTAM makes clear that past performance of any of its funds does not necessarily imply future success. This is a pertinent reminder for all investors to always keep in mind the inherent risks associated with investing.

Overall, PTAM implements a steadfast approach to its services, ensuring that information regarding its mutual funds' performance and ratings is readily available. This transparency, combined with its portfolio management and resources, makes PT Asset Management a compelling contender in the finance segment.

Business address

Performance Trust Investment Advisors
500 W Madison, Suite 1750,
United States

Contact details

Phone: 888-282-3220