PBSYX Mutual Fund

PBSYX Mutual Fund (Polen 5Perspectives Small Growth Fund Class Y) is managed by Polen Capital with $4.6M in net assets. PBSYX expense ratio is 1.00%, holding 87 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2021-06-01.

PBSYX performance shows a YTD return of 18.38%. The 1-year return is 29.56% and the 5-year return is -1.38%.

PBSYX 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 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.