Polen U.S. High Yield BB/B SMA
Our Polen Credit U.S. High Yield BB/B strategy targets the higher-rated segment of the U.S. high-yield universe and seeks to generate outperformance primarily through security selection.
Experience in Leveraged Credit Investing
Composite returns.
Past performance is not indicative of future results. Returns are shown gross and net of fees, after transaction costs and commissions, and include reinvested income. Periods over one year are annualized. The U.S. High Yield BB/B Composite inception date is November 1, 2012. Please review the accompanying GIPS Composite Report for the complete methodology.
Portfolio overview.
Top ten issuers
Portfolio characteristics
Asset type allocation
Credit quality allocation
Risk-adjusted returns.
Since inception · As of 06-30-2026
vs. ICE BofA BB-B US Cash Pay High Yield Constrained Index
Strategy materials.
Invest in U.S. High Yield BB/B.
Speak with our team to learn more about the SMA or other vehicle options.
Past performance is not indicative of future results. Returns are presented gross and net of management fees, after transaction costs and commissions, and include reinvested income. Periods over one year are annualized. Please review the GIPS Composite Report for the complete performance record and methodology.
The ICE BofA U.S. Cash Pay High Yield Constrained (BB-B) Index is shown for comparison. An investor cannot invest directly in an index; index performance does not reflect management fees, transaction costs, or taxes.
Issuer weights and allocations represent a representative account as of the date shown, may change, and are not recommendations to buy or sell any security.