PIA BBB Bond FundPBBBX

MUTUAL FUNDPacific Income
Type
Mutual fund
Peer group
Taxable bond
Net assets
$188.8M
Expense ratio
0.19%
1-year return
+7.3%
3 years, a year
+7.0%
5 years, a year
+1.1%
Holdings
278

What it aims to do.

The BBB Bond Funds investment objective is to seek to provide a total rate of return that approximates that of bonds rated within the BBB category by credit rating agencies currently registered as nationally recognized statistical rating organizations (NRSROs).

Top 10 holdings.

Holding% of fund
Pacific Gas & Electric1.83%
CVS Cvs Health Corp1.12%
United Mexican States1.10%
FNF Fidelity Natl Financial0.95%
Fidelity Government Portfolio0.93%
Republic Of Philippines0.87%
T At&T Inc0.86%
TMUS T-Mobile Usa Inc0.84%
INTC Intel Corp0.82%
BA Boeing Co0.77%

More on PBBBX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.