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 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Bel Fuse, Inc. | 4.53% | 207.19 | 0.14% |
| Astronics Corp. | 4.48% | 71.21 | -0.36% |
| Argan, Inc. | 4.39% | 567.14 | -0.90% |
| VSE Corp. | 3.44% | 186.03 | -2.49% |
| Powell Industries, Inc. | 3.36% | 198.37 | 6.24% |
| IRadimed Corp. | 3.15% | 94.35 | -1.37% |
| Oppenheimer Holdings, Inc. | 3.05% | 92.60 | 1.75% |
| Resolute Holdings Management, Inc. | 3.02% | 147.02 | -1.16% |
| nLIGHT, Inc. | 2.98% | 57.53 | -1.15% |
| Babcock & Wilcox Enterprises, Inc. | 2.92% | 16.73 | -0.12% |
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 | -- |