PTIAX Celebrates 15-Year Milestone
Strong Returns
Higher than 98% of category peers, 2nd percentile (among 381 funds) as of July 31, 2025
Five-Star Morningstar Rating
For Class I Shares among 539 Intermediate Core-Plus bond funds based on overall risk adjusted returns as of July 31, 2025
Consistent Management
The senior portfolio managers - Mike Plaiss and Tony Harris - have managed the fund since inception
Webinar Details
Who
PT Asset Management (PTAM) Senior Portfolio Managers
When
9/30/2025 at 3:00 CST / 4:00 EST
Where
Join us as we celebrate PTIAX’s 15-Year Anniversary with a special webinar on September 30th!
Senior Portfolio Managers Mike Plaiss and Tony Harris will be joined by our CEO, Sean Dranfield, for an insightful panel discussion.
We’ll discuss:
- How PTIAX grew to a $9B fund in 15 years
- A deep dive into Mike & Tony’s interest rate offense/defense approach
- Where we’re positioned today — and excitement going forward
