Performance Funds - Forms & Reports

Forms & Reports

Annual Report (HTML)

Semi-Annual Report (HTML)

The annual report is distributed to all fund shareholders within 60 days of the Funds fiscal year end and contains pertinent Fund information, such as:

Portfolio manager commentary
Performance and statistics
Statements of assets and liabilities
Schedules of portfolio holdings

N-PX Form:

Annual Report of Proxy Voting Record of
Registered Management Investment Company (PDF)

Summary Prospectuses

• Money Market Fund	Class A		Institutional
• U.S. Treasury Money Market Fund			Institutional
• Short-Term Government Income Fund	Class A		Institutional
• Intermediate Term Income Fund	Class A		Institutional
• Strategic Dividend Fund	Class A		Institutional
• Large Cap Fund	Class A	Class B	Institutional
• Mid Cap Fund	Class A	Class B	Institutional
• Leaders Equity Fund	Class A	Class B	Institutional

Class A & B Prospectus (HTML)

Institutional Class Prospectus (HTML)

Statement of Additional Information (HTML)

Regular Account

For investment purposes outside of retirement, you may want to establish a regular investment account. To open a regular account, please print and complete the Performance Funds Regular Account Application. (PDF)

Simple IRA

The Simple IRA is a tax deferred retirement plan provided by sole proprietors or small businesses. Contributions are made by both the employee and the employer and grow tax deferred until withdrawn. Performance Funds Simple IRA Application. (PDF)

Traditional IRA

Allows for tax-deductible contributions (when you meet certain income limits) from workers and non-working spouses. Earnings accumulate tax-deferred and are taxed upon withdrawal at your then current tax rate. Withdrawals prior to the age of 59 1/2 are subject to a 10% IRS penalty as well as being taxed as ordinary income. To open an account, please print and complete the Performance Funds Traditional IRA Application. (PDF)

Roth IRA

Allows for pre-tax contributions from workers and non-working spouses. Earnings accumulate tax-deferred and are not taxed upon withdrawal. To open an account, please print and complete the Performance Funds Roth IRA Application. (PDF)

Coverdell Education IRA

Allows for pre-tax contributions to fund college tuition and related expenses, as well as state-accredited elementary and secondary school expenses. To open an account, please print and complete the Performance Funds Coverdell Education IRA Application. (PDF)

Applications should be mailed to:

Regular Mail
Performance Funds Trust
P.O. Box 182484
Columbus, OH 43218-2484

Overnight Delivery
Performance Funds Trust
3435 Stelzer Road
Columbus, OH 43219

If you require assistance completing any application, please call:

Performance Funds Shareholder Services
1-800-PERFORM (737-3676)
Monday - Friday 8:00 a.m. to 5:00 p.m. Central

Checkwriting Signature Card

Special redemption account for shareholders of the Performance Funds Money Market Funds. Checkwriting Signature Card. (PDF)

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.