NYSE · US Equities - Industry Sector · USA
The companies inside PBDC trade 61% below what we estimate they are worth. We could give a verdict on 82% of the fund's weight: 23 holdings as reported to the SEC at 31 Jul 2026.
Where the money is: 69% in companies in the buy zone, 11% about fairly valued, 2% overvalued, 18% without a verdict.
The ten largest holdings, with our verdict on each:
Its expense ratio is 11.77% a year: on $10,000 held flat that is $11,770 over 10 years and $23,540 over 20.