Morningstar

Polen 5Perspectives Small Growth Fund Institutional Class PBSIX

Morningstar Medalist Rating
Medalist Rating as of | See Polen Capital Investment Hub
  • NAV / 1-Day Return 20.20  /  +0.60 %
  • Total Assets 63.6M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 54%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:35 AM GMT+0

Morningstar’s Analysis PBSIX

Will PBSIX 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 PBSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PBSIX 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 PBSIX’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 Instl 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.

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Portfolio Holdings PBSIX

More PBSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

3.41 2M
Industrials

Modine Manufacturing Co

3.10 1M
Consumer Cyclical

Brookdale Senior Living Inc

3.04 1M
Healthcare

VSE Corp

3.04 1M
Industrials

Sphere Entertainment Co Ordinary Shares - Class A

2.92 1M
Communication Services

DigitalOcean Holdings Inc

2.91 1M
Technology

Powell Industries Inc

2.88 1M
Industrials

BWX Technologies Inc

2.76 1M
Industrials

Clear Secure Inc Ordinary Shares Class A

2.68 1M
Technology

Carpenter Technology Corp

2.64 1M
Industrials

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