Short-Term Treasury PortfolioPRTBX

MUTUAL FUNDPacific Heights
Type
Mutual fund
Peer group
Government bond
Net assets
$12.9M
Expense ratio
0.65%
1-year return
+2.8%
3 years, a year
+3.7%
5 years, a year
+1.9%
Holdings
10

What it aims to do.

Short-Term Treasury Portfolio seeks to earn high current income, consistent with safety and liquidity of principal.

Top 10 holdings.

Holding% of fund
United States Treasury11.71%
United States Treasury11.69%
United States Treasury11.66%
United States Treasury11.65%
United States Treasury11.64%
United States Treasury11.58%
United States Treasury11.55%
United States Treasury11.54%
United States Treasury3.88%
United States Treasury1.94%

More on PRTBX.

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