PBFDX Mutual Fund
NAV$40.96
AUM$321M
TER0.81%
Holdings29
PBFDX Mutual Fund
NAV$40.96
Payson Total Return
AUM$321M
TER0.81%
Holdings29
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Showing 10 of 29 holdings(as of Mar 31, 2026)Top 10 Weight: 59.71%
PBFDX Mutual Fund Top Holdings
PBFDX holdings top 10 positions. The top 10 holdings account for 59.7% of the fund, led by Nvidia Corp. at 8.6%, Alphabet Inc Common Stock USD 0.001 at 8.5%, Microsoft Corp at 7.8%.
PBFDX portfolio concentration is relatively high, with the top 10 representing 59.7% of total assets. The largest sector exposure is Information Technology at 43.6%.
PBFDX sector allocation provides a detailed breakdown. PBFDX overlap tool shows how holdings compare to other funds in your portfolio.