Polen 5Perspectives Small-Mid Growth Com (S:0P0001XIGR)
115.17
-3.65
(-3.08%)
USD |
Nov 30 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 12, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Bloom Energy Corp. | 5.39% | 134.90 | 0.62% |
| SoFi Technologies, Inc. | 4.97% | 26.99 | -1.50% |
| BWX Technologies, Inc. | 4.40% | 205.02 | 1.77% |
| Embraer SA | 3.53% | 72.42 | 1.36% |
| Cameco Corp. | 3.47% | 152.68 | 2.03% |
| Carvana Co. | 3.39% | 468.50 | 1.17% |
| First Solar, Inc. | 3.24% | 243.50 | 2.03% |
| Wayfair, Inc. | 3.20% | 114.64 | -1.11% |
| Modine Manufacturing Co. | 2.96% | 127.74 | 2.08% |
| Curtiss-Wright Corp. | 2.84% | 614.52 | 1.56% |
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 | -- |