PBSRX Mutual Fund

PBSRX Mutual Fund (Polen 5Perspectives Small Growth Fund Investor Class) is managed by Polen Capital with $4.1M in net assets. PBSRX expense ratio is 1.35%, holding 87 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2019-02-07.

PBSRX performance shows a YTD return of 18.12%. The 1-year return is 29.10% and the 5-year return is -0.39%.

PBSRX top holdings include Bloom Energy Corporation Com Cl A (5.6%), Digitalocean Holdings Inc (3.1%), Modine Manufacturing Company (3.0%), Bel Fuse Inc., Class B (2.9%), Brookdale Senior Living Inc (2.7%). Go to all PBSRX holdings, PBSRX sectors, or PBSRX dividends.

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