
Payson Total Return
FundPBFDXNASDAQ0.00 n/a
+0.00%(+0.00)
About
The fund invests primarily in common stock and convertible securities of large and mid capitalization domestic companies. Its investment adviser defines large capitalization domestic companies as those companies with market capitalizations in excess of $12 billion and mid capitalization domestic companies as those companies with market capitalizations in the range of $2 billion to $12 billion. The fund is non-diversified.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$324.75M
Beta
1.04
52-Week Range
$33.60$41.46$42.54
52W LowCurrent52W High
Performance
1 Week
+1.94%
1 Month
−2.38%
3 Months
+13.78%
YTD
+10.21%
1 Year
+24.09%
3 Years
+58.18%
5 Years
+44.76%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.