Versatile Bond PortfolioPRVBX

MUTUAL FUNDPacific Heights
Type
Mutual fund
Peer group
Taxable bond
Net assets
$82.4M
Expense ratio
0.65%
1-year return
+5.0%
3 years, a year
+5.5%
5 years, a year
+2.7%
Holdings
51

What it aims to do.

Versatile Bond Portfolio seeks to earn high current income.

Top 10 holdings.

Holding% of fund
United States Treasury6.67%
KEYS Keysight Technologies4.86%
HXL Hexcel Corp4.86%
OKE Oneok Inc4.83%
MDLZ Mondelez International4.73%
RSG Republic Services Inc4.31%
REGCO Regency Centers Corp3.67%
SWKS Skyworks Solutions Inc3.28%
SHW Sherwin-Williams Co3.06%
United States Treasury3.02%

More on PRVBX.

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