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PBXIX
Rational/Pier 88 Convertible Securities Fund Institutional Class
Analysis
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PBXIX Mutual Fund Price & Analysis

The Rational/Pier 88 Convertible Securities Fund Institutional Class (PBXIX) 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 is designed for institutional investors and aims to provide a balance of income and potential for capital appreciation. It is managed by Rational Advisors, Inc. and Pier 88 Investment Partners, LLC.

PBXIX Mutual Fund Chart & Stats

$11.16
-$0.03(-0.27%)
―
--
Previous Close$11.16
Sub-CategoryConvertible Bonds and Debt
Total Liabilities238.82K
Next Dividend Ex-DateN/A
Expense Ratio0.99%
Holding Count36
Brandmutual fund & variable insurance trust
Dividend Yield
 (―)
CategoryAlternative
Total Assets210.31M
Shares OutstandingN/A
52-Week Range$10.34 - $11.27

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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