PBSIX Mutual Fund (Polen 5Perspectives Small Growth Fund Institutional Class) is managed by Polen Capital with $42.4M in net assets. PBSIX expense ratio is 1.10%, holding 86 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2017-11-01.

PBSIX performance shows a YTD return of 33.67%. The 1-year return is 60.44% and the 5-year return is 2.69%.

PBSIX 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 PBSIX holdings, sector breakdown, or dividend history.

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