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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$11.23
Sub-CategoryConvertible Bonds and Debt
Total Liabilities195.17K
Last Dividend Ex-Date
Sep 27, 2024
Expense Ratio1.25%
Holding Count41
Brandmutual fund & variable insurance trust
Dividend Yield
 (1.38%)
CategoryAlternative
Total Assets148.89M
Shares OutstandingN/A
52-Week Range$10.38 - $12.24

Top 10 Holdings

Name
Weight %
WFC.PRL
Wells Fargo & Co.
4.66%
BAC.PRL
Bank of America Corp.
4.49%
USD_CASH
PPL Capital Funding Inc.
4.35%
USD_CASH
Welltower OP LLC
4.32%
USD_CASH
Global Payments Inc
4.29%
APO.PRA
Apollo Global Management Inc
4.20%
USD_CASH
Uber Technologies Inc
4.17%
USD_CASH
DexCom Inc
3.96%
USD_CASH
Tyler Technologies Inc.
3.66%
USD_CASH
Meritage Homes Corp
3.64%
Total41.74%
Go to Holdings >

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