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PBXAX
Rational/Pier 88 Convertible Securities Fund Class A
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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

Top 10 Holdings

Name
Weight %
USD_CASH
Uber Technologies Inc
5.08%
BAC.PRL
Bank of America Corp.
4.74%
WFC.PRL
Wells Fargo & Co.
4.67%
Booking Holdings
4.50%
USD_CASH
DexCom Inc
4.36%
APO.PRA
Apollo Global Management Inc
4.21%
KKR.PRD
KKR & Co Inc.
3.96%
USD_CASH
PPL Capital Funding Inc.
3.81%
USD_CASH
DraftKings Inc.
3.76%
USD_CASH
Shift4 Payments Inc
3.64%
Total42.71%

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