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Nasdaq - Delayed Quote USD
Polen US Small Company Growth Y (PBSYX)
12.26
-0.50
(-3.92%)
At close: April 4 at 8:01:56 PM EDT
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12.76 - YTD Return -10.74%
- Expense Ratio 1.00%
- Category Small Growth
- Last Cap Gain -71.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating --
- Net Assets 35.66M
- Beta (5Y Monthly) 1.26
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 37.00%
- Last Dividend --
- Inception Date Jun 1, 2021
The fund typically invests in a focused portfolio of common stocks of small companies and, under normal circumstances, it invests at least 80% of its net assets in securities of U.S. issuers that are small companies. The Adviser considers small companies for this purpose to be those companies that, at the time of purchase, are generally within the range of the market capitalizations of companies in the Russell 2000® Index and the S&P SmallCap 600® Index. The fund is non-diversified.
Polen Capital
Fund Family
Small Growth
Fund Category
35.66M
Net Assets
2021-06-01
Inception Date
Performance Overview: PBSYX
View MoreTrailing returns as of 4/3/2025. Category is Small Growth.
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Holdings: PBSYX
View MoreSector Weightings
SectorPBSYX
Technology 35.63%
Industrials 21.12%
Consumer Cyclical 14.86%
Financial Services 11.54%
Healthcare 10.44%
Real Estate 3.42%
Consumer Defensive 2.99%
Basic Materials 0.00%
Communication Services 0.00%
Utilities 0.00%
Energy 0.00%
Recent News: PBSYX
View MoreResearch Reports: PBSYX
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