PBMIX Mutual Fund
PBMIX Mutual Fund
NAV$53.66
AUM$20M
TER1.05%
Holdings40
See how much of PBMIX you already own
PBMIX Mutual Fund
NAV$53.66
Polen US SMID Company Growth Fund Institutional Class
AUM$20M
TER1.05%
Holdings40
See how much of PBMIX you already own
See how much of PBMIX you already own
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PBMIX Mutual Fund Overview
PBMIX Mutual Fund (Polen US SMID Company Growth Fund Institutional Class) is managed by Polen Capital with $20.2M in net assets. PBMIX expense ratio is 1.05%, holding 40 positions across various sectors. Inception date: 2021-04-01.
PBMIX performance shows a YTD return of 7.13%. The 1-year return is 9.84%.
PBMIX top holdings include a diversified portfolio. Go to all PBMIX holdings, PBMIX sectors, or PBMIX dividends.
PBMIX can be compared against other funds. Use PBMIX overlap to find shared positions, or PBMIX vs another fund for a side-by-side view. PBMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.