Welcome to the
Performance Funds

Welcome to the Performance Funds mutual funds website!

Here you will find the tools you need to develop an investment strategy with your personal goals in mind.

NOT SURE WHERE TO BEGIN?

Select Investor Education to explore our
investment information.

In today's economic climate, you quickly realize that planning your financial future involves many complex factors. You need a carefully developed plan...plus investment products and services that can help you keep pace with the marketplace...plus experts who can help you put it all together.

As you approach this important decision-making process, we invite you to look to the Performance Funds which are managed by Trustmark Investment Advisors, Inc.

Trustmark Investment Advisors currently manages more than $2 billion in assets for individuals, families, institutions and foundations.  As a wholly-owned subsidiary of Trustmark National Bank, it is guided by sound, conservative investment principles that have helped identify promising investments throughout a variety of market climates.

The Performance Funds family includes eight diverse mutual funds:  four equity, two fixed income, and two money market funds.  The Funds are also available from your Trustmark investment professional.

News Update:

2009 Capital Gains

The Wall Street Transcript interview of the Performance Intermediate Term Income Fund

On-line account access is now available!

Performance U.S. Treasury Money Market
Fund Rated AAAm-G by Standard & Poor's

We've designed the Performance Funds website to provide you with up-to-date information about the Funds (including current share prices and fund performance). You also may want to select the "Investor Education" tab to access our interactive calculators that can tell you more about personal investing.
Call 1-800-PERFORM for information about the Funds and about the role they can play in planning for your needs now…and in the future.
  Performance Funds distributed through BHIL Distributors, Inc. Member FINRA (www.finra.org)
 
  Trustmark Investment Advisors, Inc. serves as the investment advisor to the Performance Funds and receives a fee from the funds for its services.
 
  Mutual funds, annuities, and other investments are:
  • not insured or guaranteed by the FDIC or by any other government agency or government sponsored agency of the federal government or any state
  • not deposits, obligations, or guaranteed by BHIL Distributors, Inc.
  • subject to investment risks, including possible loss of the principal amount invested
 
  These funds may not be available for sale in all states. Contact your investment professional concerning how/if you can purchase shares of the Performance Funds. Composition of each fund’s holdings is subject to change.
 
  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.
 



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