PBSRX Mutual Fund (Polen 5Perspectives Small Growth Fund Investor Class) is managed by Polen Capital with $3.6M in net assets. PBSRX expense ratio is 1.35%, holding 86 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2019-02-07.

PBSRX performance shows a YTD return of 33.47%. The 1-year return is 60.07% and the 5-year return is 2.93%.

PBSRX 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 PBSRX holdings, sector breakdown, or dividend history.

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