Morningstar

Polen 5Perspectives Small Growth Fund Class Y PBSYX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Polen Capital Investment Hub
  • NAV / 1-Day Return $18.56  /  +2.88 %
  • Fund Size $61.5M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.000%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 232%
NAV and 1-Day Return as of

Morningstar’s Analysis PBSYX

Will PBSYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PBSYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PBSYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PBSYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Polen 5Perspectives Small Growth Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PBSYX

More PBSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DigitalOcean Holdings Inc

4.48 3M
Technology

TeraWulf Inc

3.58 3M
Financial Services

Bloom Energy Corp Class A

3.13 2M
Industrials

Bel Fuse Inc Class B

3.10 2M
Technology

Modine Manufacturing Co

2.85 2M
Consumer Cyclical

CECO Environmental Corp

2.84 2M
Industrials

Brookdale Senior Living Inc

2.64 2M
Healthcare

Sphere Entertainment Co Ordinary Shares - Class A

2.50 2M
Communication Services

JFrog Ltd Ordinary Shares

2.40 2M
Technology

Solaris Energy Infrastructure Inc Class A

2.39 2M
Energy

Sponsor Center