PBXAX Mutual Fund

NAV$11.65

AUM$277,084.25

TER1.25%

Holdings34

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PBXAX Mutual Fund

NAV$11.65

Rational/Pier 88 Convertible Securities Fund Class A

AUM$277,084.25

TER1.25%

Holdings34

See how much of PBXAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of PBXAX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

PBXAX Mutual Fund Sector Allocation

PBXAX sector allocation breaks down across Financials (23.2%), Information Technology (23.0%), Utilities (16.6%), Consumer Discretionary (11.3%), Real Estate (7.2%). Across 34 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

PBXAX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

PBXAX by country shows geographic exposure. PBXAX overlap reveals how sector exposure compares with other funds.