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PBXIX
Rational/Pier 88 Convertible Securities Fund Institutional Class

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

Top 10 Holdings

Name
Weight %
USD_CASH
Welltower OP LLC
5.01%
APO.PRA
Apollo Global Management Inc
4.71%
WFC.PRL
Wells Fargo & Co.
4.63%
USD_CASH
Ford Motor Company
4.54%
BAC.PRL
Bank of America Corp.
4.52%
USD_CASH
NextEra Energy Inc
4.51%
USD_CASH
DexCom Inc
4.46%
USD_CASH
Tyler Technologies Inc.
4.43%
USD_CASH
PPL Capital Funding Inc.
4.22%
Booking Holdings
4.00%
Total45.02%

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