PBSYX Mutual Fund

PBSYX Mutual Fund (Polen 5Perspectives Small Growth Fund Class Y) is managed by Polen Capital with $16.8M in net assets. PBSYX expense ratio is 1.00%, holding 81 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2021-06-01.

PBSYX performance shows a YTD return of 17.37%. The 1-year return is 15.18% and the 5-year return is -1.23%.

PBSYX top holdings include Digitalocean Holdings Inc (4.5%), Terawulf Inc (3.6%), BLOOM ENERGY CORP (3.1%), Bel Fuse Inc Cl B (3.1%), Modine Manufacturing Company (2.9%). Go to all PBSYX holdings, PBSYX sectors, or PBSYX dividends.

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