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

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

Previous Close$11.26
Sub-CategoryConvertible Bonds and Debt
Total Liabilities195.17K
Last Dividend Ex-Date
Sep 27, 2024
Expense Ratio1.00%
Holding Count41
Brandmutual fund & variable insurance trust
Dividend Yield
 (1.62%)
CategoryAlternative
Total Assets148.89M
Shares OutstandingN/A
52-Week Range$10.40 - $11.69

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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