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 86 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2021-06-01.

PBSYX performance shows a YTD return of 15.97%. The 1-year return is 60.60% and the 5-year return is 1.92%.

PBSYX top holdings include Bloom Energy Corporation Class A (4.0%), Vse Corp (3.4%), Powell Industries Inc (3.3%), Bwx Technologies, Inc. (3.2%), Brookdale Senior Living Inc (3.2%). View all PBSYX holdings, sector breakdown, or dividend history.

PBSYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.