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Polen U.s Small Company Growth Fund- Investor Class: (MF: PBSRX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:29 PM ET

$17.40 USD

+0.21 (1.22%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.41 42
3 months 0.91 88
6 months 12.76 22
1 Year 23.82 21
3 Year 10.15 63
5 Year -0.79 90
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.75
5 Year -1.44
10 Year NA
Since Inception 5.75

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.80 6.62 19.85 -1.96
2024 1.12 -8.76 7.16 4.69
2023 10.76 3.77 -4.01 10.06
2022 -22.10 -25.81 -4.38 3.17
2021 0.32 12.95 1.39 1.03

Annual Return

2026202520242023202220212020
% Total Return 7.4111.753.5121.43-42.9916.1049.52
% Total Return Rel to Index 6.81-6.46-21.50-4.81-24.78-12.5831.12
% Total Return Rel to Peer 3.624.44-8.415.35-23.47-3.2130.53
% Perf Quintile vs Peer* 1.002.000.001.005.004.001.00
% Dividends 0.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.000.740.01
Expense Ratio 0.001.351.351.351.351.501.50

* 1 = Top 20%, 5 = Bottom 20%