Polen 5Perspectives Ultra-Small Growth C (S:0P0001XI07)
29.91
+0.02
(+0.06%)
USD |
Feb 28 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 April 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Bel Fuse, Inc. | 4.53% | 204.65 | 0.79% |
| Astronics Corp. | 4.48% | 69.84 | -1.24% |
| Argan, Inc. | 4.39% | 575.16 | 0.66% |
| VSE Corp. | 3.44% | 185.09 | -3.53% |
| Powell Industries, Inc. | 3.36% | 547.81 | -1.13% |
| IRadimed Corp. | 3.15% | 96.23 | -0.32% |
| Oppenheimer Holdings, Inc. | 3.05% | 90.95 | 1.52% |
| Resolute Holdings Management, Inc. | 3.02% | 154.40 | -5.09% |
| nLIGHT, Inc. | 2.98% | 60.12 | 3.12% |
| Babcock & Wilcox Enterprises, Inc. | 2.92% | 15.72 | 5.01% |
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 | -- |
| Attributes | |
| Socially Responsible Fund | -- |