PBBRX Mutual Fund

Fund Essentials

Net Assets
-
Expense Ratio
0.90%
Dividend Yield (Current)
-
Holdings
98
Inception Date
Jun 30, 2022
Fund Family
Polen Capital
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Bonds: 100.00%

Price Chart (6M)

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Top Holdings

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Peer Comparison

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

PBBRX Mutual Fund (Polen US High Yield Fund Class Investor) is managed by Polen Capital. PBBRX expense ratio is 0.90%, holding 98 positions across various sectors. Inception date: 2022-06-30.

PBBRX performance shows data across multiple time periods..

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

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