Polen 5Perspectives Ultra-Small Growth C (S:0P0001XI07)
28.28
-0.87
(-2.99%)
USD |
Dec 31 2025
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 January 13, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Argan, Inc. | 6.54% | 312.78 | 1.14% |
| GeneDx Holdings Corp. | 5.54% | 109.92 | -7.82% |
| Bel Fuse, Inc. | 4.03% | 194.03 | 3.21% |
| Resolute Holdings Management, Inc. | 4.00% | 222.68 | 5.43% |
| Astronics Corp. | 3.93% | 67.34 | -3.76% |
| VSE Corp. | 3.89% | 207.60 | -0.46% |
| IRadimed Corp. | 3.56% | 99.16 | 1.29% |
| IES Holdings, Inc. | 3.13% | 431.76 | 2.86% |
| Powell Industries, Inc. | 2.83% | 398.92 | 3.20% |
| Adaptive Biotechnologies Corp. | 2.73% | 18.07 | -1.04% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |