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PBSIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Polen US Small Company Growth Instl (PBSIX) Ownership - Who owns Polen US Small Company Growth Instl?

Category: @Small Growth

Profile

Category
Small Growth
Address
FundVantage Trust (Polen)301 BELLEVUE PARKWAYWILMINGTON
Phone
3027911906
Web
www.polencapital.com

Details

Group
Domestic Stock Funds
Category
Small Growth
Total Expense Ratio
N/A
Min. Initial Investment
100000.00
Fund Existence
almost 7 years
Turnover
45.00
Front Load
N/A
Net Assets
50339180.00
Manager Tenure
N/A

Fundamentals

PBSIX
Net Assets
50.3M
Fund Existence
almost 7 years
Turnover
45.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Small Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
33.2M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
43.2M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
36.00
Number of Net Holdings
N/A
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
-2.431
Annual Yield % from dividends
0.00
Returns for 1 year
7.50
Returns for 3 years
-36.88
Returns for 5 years
16.02
Returns for 10 years
N/A
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General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
FundVantage Trust (Polen)301 BELLEVUE PARKWAYWILMINGTON
Phone
3027911906
Web
www.polencapital.com