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Trust for Professional Managers - PMC Diversified Equity Fund (PMDQX)

10.62
+0.00
+(0.05%)
At close: May 31 at 8:00:44 PM EDT

Fund Summary

The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies and non-U.S. companies with varying market capitalizations. It may invest up to 50% of its net assets in foreign securities, including American Depositary Receipts ("ADRs"), European Depositary Receipts ("EDRs") and Global Depositary Receipts ("GDRs"). The fund may invest up to 10% of its net assets in the equity securities of companies located in countries considered to have emerging market economies.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 20.80%
Worst 1Y Total Return --
Number of Years Up 3
Number of Years Down 1

Performance & Risk

YTD Return 6.45%
5y Average Return 0.00%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
PMDQXCategory AveragePMDQXCategory AveragePMDQXCategory Average
Alpha 0.12 -0.01 -0.86 -0.01 -0.97 -0
BETA 1.01 0.01 1.02 0.01 1 0.01
Mean Annual Return 0.47 0.01 0.82 0.01 0.67 0.01
R-squared 97.74 0.95 97.85 0.93 96.74 0.91
Standard Deviation 17.02 0.18 18.28 0.15 15.02 0.15
Sharpe Ratio 0.15 0.01 0.42 0.01 0.43 0.01
Treynor Ratio 1.22 0.12 6.24 0.12 5.58 0.09

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