Rational/pier is trading at 10.75 as of the 5th of April 2025; that is 2.01 percent down since the beginning of the trading day. The fund's open price was 10.97. Rational/pier has about a 24 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 5th of January 2025 and ending today, the 5th of April 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
Rationalpier 88 Convertible [PBXIX] is traded in USA and was established 5th of April 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. The entity is thematically classified as Convertibles Funds. This fund at this time has accumulated 99.14 M in assets with no minimum investment requirementsRationalpier 88 Conv is currently producing year-to-date (YTD) return of 0.54% with the current yeild of 0.02%, while the total return for the last 3 years was 0.04%.
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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
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.