PBSRX Mutual Fund
PBSRX Mutual Fund
PBSRX Mutual Fund
Polen 5Perspectives Small Growth Fund Investor Class
PBSRX Mutual Fund Overview
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 -1.05%.
PBSRX 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 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.