Performance Interm-Term Inc A
100 Summer Street Suite 1500 Boston X1 02110
Map
Phone: 800-737-3676
| Category: | Intermediate-Term Bond | | Fund Family: | Performance | | Net Assets: | 6.38M | | Year-to-Date Return: | 2.17% | | Yield: | 4.23% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-92 |
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Kelly Collins
Lead Manager since
01-Oct-05 | | | Collins is a portfolio manager and trust investment officer with Trustmark National Bank. He has been with the bank since 1991 and has specialized in fixed-income securities. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks a high level of current income; total return is a secondary consideration. The fund normally invests at least 65% of net assets in U.S. government securities. It may also invest up to 35% of net assets in bank obligations, commercial paper, investment grade corporate debt securities, investment grade mortgage and asset-backed securities and other debt securities, including money market securities which are of comparable quality in the Adviser's opinion. |
| Last Dividend
(29-Aug-08):
| 0.04 | | Last Cap Gain
(16-Dec-94):
| 0.01 | | Annual Holdings Turnover
| 11.00% | | Average for Category:
| 200.26% |
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| Expense | PFFCX | Category
Avg | | Total Expense Ratio: | 0.98%
| 0.98% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 5.25%
| 4.21% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$865 | $466 | | 5 Yr Expense Projection*: |
$1,115 | $718 | | 10 Yr Expense Projection*: |
$1,827 | $1,428 |
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1.49% Nasdaq 
0.27%
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