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

PBXCX Mutual Fund Price & Analysis

The Rational/Pier 88 Convertible Securities Fund Class C (PBXCX) 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. The "Class C" designation indicates that this fund has a lower expense ratio compared to other classes of the same fund, making it a more cost-effective option for investors. Overall, PBXCX offers a rational and well-managed approach to investing in convertible securities.

PBXCX Mutual Fund Chart & Stats

Previous Close$11.14
Sub-CategoryConvertible Bonds and Debt
Total Liabilities195.17K
Last Dividend Ex-Date
Sep 27, 2024
Expense Ratio2.00%
Holding Count41
Brandmutual fund & variable insurance trust
Dividend Yield
 (0.7%)
CategoryAlternative
Total Assets148.89M
Shares OutstandingN/A
52-Week Range$10.32 - $11.57

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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