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PBXAX
Rational/Pier 88 Convertible Securities Fund Class A
Analysis
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds

PBXAX Mutual Fund Price & Analysis

The Rational/Pier 88 Convertible Securities Fund Class A (PBXAX) is a mutual fund that primarily invests in convertible securities, which are bonds or preferred stocks that can be converted into common stocks. This fund aims to provide investors with a balance of income and capital appreciation by investing in a diverse portfolio of convertible securities from various industries. The fund is managed by Rational Funds and Pier 88 Investment Partners, and is suitable for investors seeking a potentially higher return than traditional fixed-income investments with a moderate level of risk.

PBXAX Mutual Fund Chart & Stats

Previous Close$11.52
Sub-CategoryConvertible Bonds and Debt
Total Liabilities860.43K
Last Dividend Ex-Date
Sep 27, 2024
Expense Ratio1.25%
Holding Count42
Brandmutual fund & variable insurance trust
Dividend Yield
0.15 (1.34%)
CategoryAlternative
Total Assets139.63M
Shares OutstandingN/A
52-Week Range$10.04 - $12.09

PBXAX Mutual Fund News

Booking to implement organizational changes, including workforce reduction
PremiumThe Fly
Booking to implement organizational changes, including workforce reduction
4d ago
BKNG
Booking Holdings price target raised to $4,700 from $4,100 at Truist
PremiumThe Fly
Booking Holdings price target raised to $4,700 from $4,100 at Truist
6d ago
BKNG
Booking Holdings price target raised to $5,400 from $4,800 at Mizuho
PremiumThe Fly
Booking Holdings price target raised to $5,400 from $4,800 at Mizuho
8d ago
BKNG
Barclays Remains a Buy on Booking Holdings (BKNG)
PremiumBlurbs
Barclays Remains a Buy on Booking Holdings (BKNG)
8d ago
BKNG

Top 10 Holdings

Name
Weight %
USD_CASH
Welltower OP LLC
5.01%
APO.PRA
Apollo Global Management Inc
4.71%
WFC.PRL
Wells Fargo & Co.
4.63%
USD_CASH
Ford Motor Company
4.54%
BAC.PRL
Bank of America Corp.
4.52%
USD_CASH
NextEra Energy Inc
4.51%
USD_CASH
DexCom Inc
4.46%
USD_CASH
Tyler Technologies Inc.
4.43%
USD_CASH
PPL Capital Funding Inc.
4.22%
BKNG
Booking Holdings
4.00%
Total45.02%
Go to Holdings >

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