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PBXAX
Rational/Pier 88 Convertible Securities Fund Class A
Analysis
Holdings
Technical Analysis
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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

$11.14
-$0.03(-0.27%)
―
--
Previous Close$11.14
Sub-CategoryConvertible Bonds and Debt
Total Liabilities238.82K
Next Dividend Ex-DateN/A
Expense Ratio1.24%
Holding Count36
Brandmutual fund & variable insurance trust
Dividend Yield
 (―)
CategoryAlternative
Total Assets210.31M
Shares OutstandingN/A
52-Week Range$10.33 - $11.80

Top 10 Holdings

Name
Weight %
BAC.PRL
Bank of America Corp.
4.80%
WFC.PRL
Wells Fargo & Co.
4.73%
USD_CASH
Global Payments Inc
4.54%
USD_CASH
ON Semiconductor Corp.
4.48%
USD_CASH
NextEra Energy Inc
4.43%
USD_CASH
Ventas Realty Limited Partnership
4.24%
USD_CASH
Digital Realty Trust, L.P.
4.08%
USD_CASH
American Water Capital Corp
3.84%
ARES.PRB
Ares Management Corporation
3.79%
USD_CASH
Uber Technologies Inc
3.76%
Total42.70%
Go to Holdings >

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