Morningstar

Polar Capital International Small Company Fund PCSCX

Morningstar Medalist Rating
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Medalist Rating as of See Polar Capital Investment Hub
  • NAV / 1-Day Return $9.49  /  +0.32 %
  • Fund Size $137.4M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 70%
NAV and 1-Day Return as of

Morningstar’s Analysis PCSCX

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

  • People Pillar

    The People Pillar is our evaluation of the PCSCX 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 PCSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Polar Capital International Small Com 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
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Portfolio Holdings PCSCX

More PCSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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