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.
Polen 5Perspectives Small Growth Fund Class Y PBSYX
- NAV / 1-Day Return 21.76 / +5.07 %
- Total Assets 68.2M
-
Adj. Expense Ratio
1.000%
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.00
- Turnover 54%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 1:07 AM GMT+0
Morningstar’s Analysis PBSYX
Will PBSYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- 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 |
United States