PBSIX Mutual Fund
NAV$20.49
AUM$48M
TER1.10%
Holdings87
PBSIX Mutual Fund
NAV$20.49
Polen 5Perspectives Small Growth Fund Institutional Class
AUM$48M
TER1.10%
Holdings87
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PBSIX Mutual Fund Performance
PBSIX performance across multiple time periods: 1-month 5.45%, YTD 33.67%, 1-year 60.44%, 3-year 18.80%, 5-year 2.69%.
PBSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.
PBSIX performance comparison shows side-by-side returns with another fund. PBSIX alternatives are available in the Mutual Fund Screener.