During Q1 2026, Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively, compared to the -3.5% return of the Index.
The top contributors to the Portfolio's relative performance in the quarter were Sandisk Corp., Bloom Energy, and TechnipFMC.
The most significant detractors from the Portfolio's relative performance in the quarter were SoFi Technologies, Figure Technology Solutions, and Affirm Holdings.
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Summary
During the first quarter of 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -3.4% gross and -3.6% net of fees, respectively, compared to the -3.5% return of the Russell 2500 Growth Index.
