PBBIX Mutual Fund

PBBIX Mutual Fund

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Fund Essentials

Net Assets
-
Expense Ratio
0.65%
Dividend Yield (Current)
-
Holdings
98
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%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

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. Go to all PBBIX holdings, PBBIX sectors, or PBBIX dividends.

PBBIX can be compared against other funds. Use PBBIX overlap to find shared positions, or PBBIX vs another fund for a side-by-side view. PBBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.