PLFRX Mutual Fund

PLFRX Mutual Fund

NAV$9.27
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Showing the top 10 of 160 holdings · as of Mar 31, 2026
Top 10 weight
31.26%
PLFRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Us Bank Mmda - Usbgfs 9
7.64%		7.6%265,507,277$265.51M--
2DebtTruist Insurance Holdings, LlcFinancials · Insurance
3.57%		11.2%-$124.04MFinancialsInsurance
Sector and industry · Pro
3—T/L Proofpoint Inc Regd 0.00000000 08/31/2028
3.56%		14.8%-$123.77M
4—Milano Acquisition Corp Term Loan B
2.74%		17.5%-$95.26M
5DebtAlliant Holdings Intermediate Llc / Alliant Holdings Co-issuer
2.54%		20.0%-$88.31M
6—Allied Universal (Ald Unvrsl Hldc Tl-B 7.6% Aug 06, 2032
2.47%		22.5%-$85.70M
7—Sophia L P 2024 2Nd Lien Term Loan
2.33%		24.8%-$81.03M
8DebtRoyal Caribbean Cruises Ltd
2.16%		27.0%-$75.00M
9—Realpage Inc 2024 Incremental Term Loan
2.15%		29.2%-$74.59M
10—Hopper Merger Sub Inc 6.67464 2033-01-14
2.10%		31.3%-$72.96M
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Themes in the top 10
InsurTechCybersecurityCloud ComputingData & AnalyticsInternet & DigitalNetworking InfrastructureInvestment TechnologyAsset ManagementMarket InfrastructureGovernance & EthicsInterest RatesGlobal BankingLaw Enforcement TechnologyInfrastructureUrbanization

PLFRX Mutual Fund Top Holdings

PLFRX holdings top 10 positions. The top 10 holdings account for 31.3% of the fund, led by Us Bank Mmda - Usbgfs 9 at 7.6%, Truist Insurance Holdings, Llc 0 03/08/2032 at 3.6%, T/L Proofpoint Inc Regd 0.00000000 08/31/2028 at 3.6%.

PLFRX portfolio concentration is moderate, with the top 10 representing 31.3% of total assets. The largest sector exposure is Financials at 26.5%.

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