Polen 5Perspectives Ultra-Small Growth C (S:0P0001XI07)
38.48
+3.66
(+10.53%)
USD |
May 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of June 11, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Aehr Test Systems | 5.10% | 93.32 | -1.05% |
| Bel Fuse, Inc. | 4.66% | 276.95 | 0.33% |
| Babcock & Wilcox Enterprises, Inc. | 4.40% | 14.64 | -5.49% |
| AXT, Inc. | 4.31% | 85.29 | 8.84% |
| Amprius Technologies, Inc. | 3.56% | 16.43 | -5.68% |
| Powell Industries, Inc. | 3.50% | 262.34 | -7.47% |
| Oppenheimer Holdings, Inc. | 3.46% | 100.07 | 0.17% |
| Argan, Inc. | 3.30% | 588.90 | -4.08% |
| nLIGHT, Inc. | 3.17% | 62.70 | -1.23% |
| Astronics Corp. | 3.17% | 82.34 | -2.66% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |