PBSIX Mutual Fund

PBSIX Mutual Fund (Polen 5Perspectives Small Growth Fund Institutional Class) is managed by Polen Capital with $48.2M in net assets. PBSIX expense ratio is 1.10%, holding 87 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2017-11-01.

PBSIX performance shows a YTD return of 18.28%. The 1-year return is 29.50% and the 5-year return is -0.79%.

PBSIX top holdings include Digitalocean Holdings Inc (4.5%), Terawulf Inc (3.6%), Cfd Bloom Energy Corp- A (3.1%), Bel Fuse Inc Class B (3.1%), Modine Manufacturing Company (2.9%). Go to all PBSIX holdings, PBSIX sectors, or PBSIX dividends.

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