PBBIX Mutual Fund

TER0.65%

Holdings98

PBBIX Mutual Fund

Polen US High Yield Fund Class Institutional

TER0.65%

Holdings98

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Fund Essentials

Net Assets

Expense Ratio

0.65%

Dividend Yield (Current)

Holdings

Inception Date

Jun 30, 2022

Fund Family

Polen Capital

Investment Style

PRO

Asset Class

PRO

Legal Structure

PRO

Dividend Frequency

Monthly

Performance

Asset Allocation

Bonds: 100.00%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →

Ticker	Name	Weight

Download all 98 holdings for PBBIX

CSV export with sector, industry & share changes

Get CSV

Peer Comparison

Benchmark

PRO

Peer outperformance: PRO

Category rank: PRO

This Mutual Fund

PRO

Peer Avg

PRO

See how PBBIX ranks against its peers

Category rank, peer-average returns and outperformance, updated daily.

$49$29/mo

Claim the $29 launch price

First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

PBBIX Mutual Fund Overview

PBBIX Mutual Fund (Polen US High Yield Fund Class Institutional) is managed by Polen Capital. PBBIX expense ratio is 0.65%, holding 98 positions across various sectors. Inception date: 2022-06-30.

PBBIX performance shows data across multiple time periods..

PBBIX top holdings include a diversified portfolio. View all PBBIX holdings, sector breakdown, or dividend history.

PBBIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.