Polen 5Perspectives Small Growth FundPBSRX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$61.4M
Expense ratio
1.35%
1-year return
+53.8%
3 years, a year
+16.5%
5 years, a year
+1.1%
Holdings
87
What it aims to do.
Polen U.S. Small Company Growth Fund (the Fund) seeks to achieve long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| BE Bloom Energy Corp | 5.56% |
| DOCN Digitalocean Holdings Inc | 3.10% |
| MOD Modine Manufacturing Company | 3.05% |
| BELFB Bel Fuse Inc | 2.88% |
| CECO Ceco Environmental Corp | 2.68% |
| BKD Brookdale Senior Living Inc | 2.67% |
| SEI Solaris Energy Infrastructure Inc | 2.59% |
| POWL Powell Industries Inc | 2.53% |
| BWXT Bwx Technologies Inc | 2.44% |
| VSEC Vse Corp | 2.37% |
More on PBSRX.
- PBSRX overview
- PBSRX holdings
- PBSRX risk
- PBSRX costs
- PBSRX money in and out
- PBSRX share classes
- Compare PBSRX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.