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PBXIX
Mutual Fund ticker: NASDAQ
AS OF
May 9 closing price
Price
$10.99
Change
-$0.00 (-0.00%)
Net Assets
204.52M

PBXIX Rational/Pier 88 Convertible Secs Instl Forecast, Technical & Fundamental Analysis

The investment seeks total return consisting of capital appreciation and income... Show more

Category: #Convertibles
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A.I.Advisor
published Highlights

Industry description

The investment seeks total return consisting of capital appreciation and income. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% 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. The fund will generally invest primarily in investment-grade instruments. It is non-diversified.

Volume

The average weekly volume growth across all stocks in the Rational/Pier 88 Convertible Secs Instl MF was -25%. For the same stocks of the MF, the average monthly volume growth was -23% and the average quarterly volume growth was 39%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 83
Price Growth Rating: 63
SMR Rating: 80
Profit Risk Rating: 75
Seasonality Score: -66 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Convertibles

Profile
Fundamentals
Details
Category
Convertibles
Address
Rational Funds36 North New York AvenueNY
Phone
1-800-253-0412
Web
www.rationalmf.com
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PBXIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PBXIX has been closely correlated with MCOAX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if PBXIX jumps, then MCOAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBXIX
1D Price
Change %
PBXIX100%
N/A
MCOAX - PBXIX
88%
Closely correlated
-0.05%
VAADX - PBXIX
87%
Closely correlated
+0.06%
ANNPX - PBXIX
86%
Closely correlated
+0.06%
FCVSX - PBXIX
86%
Closely correlated
+0.09%
FICVX - PBXIX
86%
Closely correlated
+0.09%
More