PBFCX Mutual Fund

PBFCX Mutual Fund

NAV$10.58
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Showing top 50 of 226 holdings · as of Mar 31, 2026
PBFCX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtUs Treasury N/B
2.54%
2.5%$24.31M--
2DebtUs Treasury N/B
2.02%
4.6%$19.32M--
3DebtTreasury Note (Otr) 4.63% Apr 30, 2031Financials · Banks
1.36%
5.9%$12.98MFinancialsBanks
4Main Street Natural Gas Inc Ga 5.00 2055-12-01Utilities · Gas Utilities
1.33%
7.3%$12.71MUtilitiesGas Utilities
5New York City, New York, General Obligation Bonds, Fiscal 2024 Series CFinancials · Thrifts
1.16%
8.4%$11.11MFinancialsThrifts
6Pimco Prv Short Term Flt Iii Mutual Fund
1.14%
9.6%$10.95M--
7DebtNew York City Transitional Finance Authority Future Tax Secured RevenueFinancials · Diversified Financial Services
1.13%
10.7%$10.81MFinancialsDiversified Financial Services
8DebtNew York Transportation Development CorpReal Estate · Real Estate Management
1.10%
11.8%$10.57MReal EstateReal Estate Management
9DebtOyster Bay Ny
1.06%
12.8%$10.14M--
10New York City Ny Transitional 11/01/2042Financials · Diversified Financial Services
1.05%
13.9%$10.00MFinancialsDiversified Financial Services
11New York N Y City Mun Wtr Fin 2% Jun 15, 2053Financials · Diversified Financial Services
1.05%
14.9%$10.00MFinancialsDiversified Financial Services
12New York N Y City Mun Wtr Fin 4% Jun 15, 2050Financials · Diversified Financial Services
1.05%
16.0%$10.00MFinancialsDiversified Financial Services
13New York City, Ny Transitional Finance Authority, Fiscal 2015 (subseries A-4), 1.220%, 8/1/2043
1.05%
17.0%$10.00M--
14DebtUs Treasury N/B
0.99%
18.0%$9.42M--
15New York N Y City Transitional Fin Auth Rev Future 5.25 2048-11-01Financials · Diversified Financial Services
0.98%
19.0%$9.36MFinancialsDiversified Financial Services
16DebtNew York St Liberty Dev Corp Liberty RevenueReal Estate · Real Estate Management
0.97%
20.0%$9.25MReal EstateReal Estate Management
17DebtPuerto Rico Sales Tax Financing Corp SaFinancials · Diversified Financial Services
0.95%
20.9%$9.09MFinancialsDiversified Financial Services
18DebtAlbany Ny City Sch Dist Albscd 06/26 FixedReal Estate · Real Estate Management
0.94%
21.9%$9.03MReal EstateReal Estate Management
19Chittenango Ny Centrl Sch Dist Cgoscd 06/26 Fixed 4 4 2026-06-25Financials · Diversified Financial Services
0.94%
22.8%$9.02MFinancialsDiversified Financial Services
20New York Energy Fin Dev Corp Nyefac 07/56 Adjustable VarFinancials · Diversified Financial Services
0.92%
23.7%$8.79MFinancialsDiversified Financial Services
21DebtTrbtrnIndustrials · Construction
0.88%
24.6%$8.37MIndustrialsConstruction
22New York City Ny Transitional Nycgen 11/47 Fixed 5 5 2047-11-01
0.84%
25.5%$8.01M--
23Black Belt Energy Gas Dist Al Bbeutl 12/55 Adjustable Var
0.75%
26.2%$7.20M--
24New York City Ny Transitional Fin Auth Rev 4%, Due 11/01/2039Financials · Diversified Financial Services
0.72%
26.9%$6.93MFinancialsDiversified Financial Services
25New York St Dorm Auth Revs Non 5% Oct 01, 2038
0.70%
27.6%$6.73M--
26DebtNew York State Dormitory Authority
0.64%
28.3%$6.15M--
27New York City Ny Muni Wtr Fin 3.4% 2044-06-15Financials · Diversified Financial Services
0.63%
28.9%$6.00MFinancialsDiversified Financial Services
28Metropolitan Transportation Authority 1.800000% 11/01/2031
0.63%
29.5%$6.00M--
29Hempstead Town Ny Hmt 05/47 Fixed 4
0.61%
30.1%$5.79M--
30Utility Debt 5% 12/41Utilities · Multi-Utilities
0.58%
30.7%$5.54MUtilitiesMulti-Utilities
31DebtCommonwealth of Puerto RicoFinancials · Diversified Financial Services
0.56%
31.3%$5.32MFinancialsDiversified Financial Services
32City Of New York Ny 5.25 2046-02-01
0.56%
31.8%$5.32M--
33New York State Urban Development Corp.New York State Urban Development Corp., Series 2020 A, RB 5 2041-03-15Financials · Thrifts
0.55%
32.4%$5.28MFinancialsThrifts
34New York St Dorm Auth Revenues Non St Supported Debt 05/01/2054Real Estate · Real Estate Management
0.53%
32.9%$5.09MReal EstateReal Estate Management
35New York Transportation Development Corporation, New York, Special Facility Revenue Bonds, John F Kennedy International Airport Terminal One Project,
0.53%
33.4%$5.04M--
36New York Transportation Development Corp. (Laguardia Airport Terminal B Redevelopment), Series 2016 A, RbFinancials · Diversified Financial Services
0.52%
34.0%$5.01MFinancialsDiversified Financial Services
37DebtNew York Transportation Development CorpReal Estate · Real Estate Management
0.52%
34.5%$4.97MReal EstateReal Estate Management
38Port Authority Of New York and New Jersey, Consolidated Revenue Bonds, Two Hundred Thirty-Four Series 2022
0.52%
35.0%$5.01M--
39DebtAkron Ny Centrl Sch Dist Akrscd 07/26 Fixed
0.52%
35.5%$5.02M--
40Fhlmc 2024-Ml24-Spc 4.155% 2041-05-25Financials · Thrifts
0.51%
36.0%$4.88MFinancialsThrifts
41DebtNew York State Dormitory AuthorityFinancials · Thrifts
0.51%
36.5%$4.92MFinancialsThrifts
42New York City Housing Development Corp., Series F-1-A
0.51%
37.1%$4.85M--
43Freddie Mac Multifamily Frete 2023 Ml20 Aus 4.547238 08/25/2040Financials · Thrifts
0.49%
37.5%$4.65MFinancialsThrifts
44DebtNew York City Transitional Finance Authority Building Aid Revenue
0.49%
38.0%$4.70M--
45Monroe County Industrial Development Corp. (university Of Rochester), Series 2020 A, RbFinancials · Thrifts
0.47%
38.5%$4.46MFinancialsThrifts
46Northwell Hlth Oblig GrpFinancials · Diversified Financial Services
0.47%
39.0%$4.54MFinancialsDiversified Financial Services
47New York N Y 3.9% Mar 01, 2042
0.47%
39.4%$4.50M--
48New York St Hsg Fin Agy Rev Var 01-Nov-2064Financials · Thrifts
0.46%
39.9%$4.42MFinancialsThrifts
49DebtMetropolitan Transportation Authority Dedicated Tax FundFinancials · Diversified Financial Services
0.45%
40.4%$4.34MFinancialsDiversified Financial Services
50Monroe County Industrial Development Corporation, New York, Revenue Bonds, Rochester Regional Health Project, Series 2020aIndustrials · Construction
0.45%
40.8%$4.27MIndustrialsConstruction
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PBFCX Mutual Fund All Holdings

PBFCX holdings total 269 positions. The top 10 holdings account for 13.9% of the fund, led by Us Treasury N/B 3.38% 02/29/2028 3.38 at 2.5%, Us Treasury N/B 3.50% 02/28/2031 3.5 at 2.0%, Treasury Note (Otr) 4.63% Apr 30, 2031 at 1.4%.

PBFCX portfolio concentration is well-diversified, with the top 10 representing 13.9% of total assets. The largest sector exposure is Financials at 28.5%.

PBFCX sectors provide a detailed breakdown. PBFCX overlap shows how holdings compare to other funds in your portfolio.