The most notable companies in this group are United States Steel Corp (NYSE:X).
The investment seeks to achieve long-term growth of capital.
The fund typically invests in a focused portfolio of common stocks of small and mid-cap companies and, under normal circumstances, it invests at least 80% of its net assets in securities of global issuers that are small or mid-cap companies. Under normal market conditions, the fund will invest in at least three different countries and will typically invest at least 40% of its net assets in non-U.S. equity securities, or, if conditions are not favorable, invest at least 25% of its assets in non-U.S. equity securities. It is non-diversified.
The average market capitalization across the Polen Global SMID Company Growth Instl MF is 7.96B. The market cap for tickers in the group ranges from 1.86B to 7.77B. X holds the highest valuation in this group at 7.77B. The lowest valued company is GSHD at 1.86B.
The average weekly volume growth across all stocks in the Polen Global SMID Company Growth Instl MF was 195%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was -12%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 43
Price Growth Rating: 45
SMR Rating: 58
Profit Risk Rating: 55
Seasonality Score: 17 (-100 ... +100)