Rational/Pier 88 Convertible Securities Fund

Rational/Pier 88 Convertible Securities Fund is a registered fund series of Mutual Fund & Variable Insurance Trust (series S000067226). Net assets $205.6M as of 2026-03-31.

Profile

Advisers

Top holdings (34 reported)

Showing 15 of 34 holdings by value.

HoldingTickerValue% of fund
First American Funds Inc.$12.8M624.12%
Alliant Energy Corporation$10.6M514.26%
NextEra Energy Inc$10.6M513.63%
PPL Capital Funding Inc.$10.4M508.24%
Digital Realty Trust, L.P.$10.1M489.60%
Global Payments Inc$10.0M487.09%
WEC Energy Group Inc.$9.8M477.94%
Uber Technologies Inc$9.8M477.77%
ON Semiconductor Corp.$9.7M473.14%
Bank of America Corp.$9.6M466.41%
Wells Fargo & Co.$9.5M460.64%
Etsy Inc$9.3M452.95%
Meritage Homes Corp$8.8M426.31%
Kite Realty Group, L.P.$6.8M333.02%
Boeing Co.$6.3M307.18%

Net asset history

Report dateNet assets
2026-03-31$205.6M
2025-12-31$210.1M
2025-09-30$211.4M
2025-06-30$206.1M
2025-03-31$202.8M
2024-12-31$204.7M
2024-09-30$148.7M
2024-06-30$138.8M

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