About PBSIX
The Polen U.S. Small Company Growth Fund Institutional Class is an equity mutual fund focused on achieving long-term capital growth by investing primarily in U.S. small-cap companies. The fund maintains a concentrated portfolio, committing at least 80% of its net assets to common stocks of small-sized U.S. issuers. Its investment approach emphasizes high-quality companies characterized by low financial leverage and strong returns on equity, with a significant sector emphasis on technology, financial services, healthcare, and industrials. The fund’s top holdings include companies such as ExlService Holdings Inc., Hamilton Lane Inc., and Globant SA, reflecting a strategic focus across diverse growth-oriented sectors. With a net expense ratio of approximately 1.10%, the fund balances active management with cost efficiency. It primarily targets investors with a strategic outlook on small company growth, offering exposure to dynamic, potentially under-the-radar companies within the U.S. market. The fund plays a specialized role in the financial market by providing access to smaller growth companies that might not be widely covered, appealing to institutional and sophisticated investors seeking focused small-cap growth exposure.
Fund Family Polen Capital
Category Small Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol PBSIX
Share Class Institutional Class
Index Russell 2000 Growth TR
PBSIX had a total return of 16.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.31%.
