Trustmark Mutual Fund Named Category King
Trustmark zu myNews hinzufügen Was ist das?
Trustmark Investment Advisors, Inc., investment adviser to the
Performance Funds family, has announced that its Performance Mid Cap
Equity Fund was named a Category King by The Wall Street Journal
on January 3, 2008. The Fund’s Institutional
share class was ranked eighth out of 337 funds for the one-year period
ending December 31, 2007. This reflects the fund’s
strong one-year performance of 21.08%, versus Lipper’s
Midcap Core Category average of 5.8%.
"We are pleased to be acknowledged in The
Wall Street Journal for our solid investment results,”
said Douglas H. Ralston, CFA, portfolio manager and President/Chief
Investment Officer of Trustmark Investment Advisors, Inc. "This
is further confirmation that our disciplined process has benefited our
clients and shareholders.” The Performance Mid
Cap Equity Fund seeks long-term capital appreciation by investing in
mid-sized companies with market capitalizations ranging from $350
million to $11 billion, which are collectively found in the fund’s
benchmark, the S&P Mid Cap 400 Index.(a)
"Our Mid Cap Fund is one example of the
competitive investment results offered by the entire family of
Performance Funds and Trustmark Investment Advisors, Inc.,”
Ralston said. "In fact, all of the
Institutional share classes of our equity and fixed income funds
exceeded their Lipper peer benchmarks in 2007.”
The Performance Funds family, with total investment assets over $1
billion, offers 11 products, including funds in equities, bonds, and
money market asset classes, as well as The Advisor LifeStyle Series,
three asset allocation portfolios designed to meet conservative,
moderate, and growth risk tolerances.
Disclosures:
Wall Street Journal Source: Lipper Analytical Services. Many
funds have multiple share classes (typically indicated by a letter at
the end of the fund’s name) with different
sales charges and annual expenses. When funds have multiple classes, the
largest is included. Includes only those funds on Nasdaq’s
primary and supplemental lists.
For the one, five, and ten year periods ended 12/31/2007, the
Institutional and A Share Class shares of the Performance Mid Cap Equity
Fund ranked 14 and 15 out of 346 funds, 77 and 80 out of 233 funds, and
49 and 54 out of 85 funds respectively within Lipper’s
Mid-Cap Core Funds category. Lipper rankings are based on total return
and, in the case of the A share class, do not reflect a sales charge.
The Lipper Mutual Funds Average is an equally weighted average of the
mutual funds within their respective investment objectives, adjusted for
the reinvestment of capital gains distributions and income dividends.
Institutional Shares require a minimum investment of $1,000,000. Class A
Shares require a minimum investment of $1,000. The A Shares reflect a
maximum sales charge of 5.25%. Mid-capitalization stocks typically
carry additional risk, since smaller companies generally have higher
risk of failure and, historically, their stocks have experienced a
greater degree of volatility. Equity securities (stocks) are more
volatile and carry more risk than other forms of investments, including
investments in high-grade fixed income securities. The net asset value
per share of this Fund will fluctuate as the value of the securities in
the portfolio changes.
(a) The S&P Mid Cap 400 Index is an unmanaged index generally
representative of the mid cap sector of the U.S. stock market. Investors
cannot invest directly in an index, although they can invest in its
underlying securities.
Average Annual Total Returns as of December 31, 2007
A Shares Institutional Shares
1 Year
14.68%
21.08%
5 Year
15.11%
16.55%
10 Year
7.49%
8.31%
Gross Expense Ratio
1.48%
1.21%
Past performance does not guarantee future results. The
performance data quoted represents past performance and current returns
may be lower or higher. The investment return and
principal value of an investment will fluctuate so that an investor’s
shares, when redeemed, may be worth more or less than their original
cost. Current performance may be lower or higher than the
performance data quoted. For returns current to the most
recent month end, please visit www.performancefunds.com. An investor should consider the fund’s
investment objectives, risks, and charges and expenses carefully before
investing or sending money. This and other important information
about the investment company can be found in the fund’s
prospectus. To obtain a prospectus, please call 1-800-737-3676. Please read the prospectus carefully before investing.
The Performance Funds are distributed by Performance Funds Distributor,
LLC. Trustmark Investment Advisors, Inc. is the investment adviser to
the Performance Funds and receives a fee for their services.
Mutual Funds: Not FDIC Insured
May Lose Value
No Bank Guarantee About Trustmark:
Trustmark Investment Advisors, Inc. is a wholly-owned subsidiary of
Trustmark National Bank, which is a subsidiary of Trustmark Corporation
(NASDAQ: TRMK), a financial services company providing banking and
financial solutions through over 150 offices and 2,600 associates in
Florida, Mississippi, Tennessee, and Texas. For additional information,
visit our website at www.trustmark.com.
