Rationalpier 88 Convertible Fund Quote
| PBXAX Fund | USD 11.29 0.04 0.35% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Rational/pier is trading at 11.29 as of the 30th of January 2025; that is 0.35 percent down since the beginning of the trading day. The fund's open price was 11.33. Rational/pier has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 10th of February 2023 and ending today, the 30th of January 2025. Click here to learn more.
Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in convertible securities. Convertible securities are hybrid securities that possess both fixed income and equity characteristics. More on Rationalpier 88 Convertible
Rational/pier Mutual Fund Highlights
| Fund Concentration | Rational Funds, Large Funds, Convertibles Funds, Convertibles, Rational Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Rationalpier 88 Convertible [PBXAX] is traded in USA and was established 30th of January 2025. Rational/pier is listed under Rational Funds category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Rational Funds family. This fund at this time has accumulated 50.53 M in assets with minimum initial investment of 1 K. Rationalpier 88 Conv is currently producing year-to-date (YTD) return of 1.8% with the current yeild of 0.02%, while the total return for the last 3 years was 1.71%.
Check Rational/pier Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Rational/pier Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Rational/pier Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Rationalpier 88 Convertible Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Rationalpier 88 Convertible Mutual Fund Constituents
| FGUXX | First American Funds | Money Market Fund | US Money Market Fund | |
| SWP | SWP Growth Income | Etf | Large Blend |
Rationalpier 88 Conv Risk Profiles
| Mean Deviation | 0.3844 | |||
| Semi Deviation | 0.5423 | |||
| Standard Deviation | 0.5216 | |||
| Variance | 0.2721 |
Rational/pier Against Markets
Other Information on Investing in Rational/pier Mutual Fund
Rational/pier financial ratios help investors to determine whether Rational/pier Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Rational/pier with respect to the benefits of owning Rational/pier security.
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