PBSRX Mutual Fund

PBSRX Mutual Fund (Polen 5Perspectives Small Growth Fund Investor Class) is managed by Polen Capital with $3.3M in net assets. PBSRX expense ratio is 1.35%, holding 107 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2019-02-07.

PBSRX performance shows a YTD return of 14.65%. The 1-year return is 14.72% and the 5-year return is -1.89%.

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.