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PBGIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
11.15M

PBGIX Polen Global SMID Company Growth Instl Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are United States Steel Corp (NYSE:X).

Industry description

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.

Market Cap

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.

Volume

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)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Global Small/Mid Stock
Address
Fundvantage Trustc/o BNY Mellon Investment Servicing, 101 Sabin StreetPawtucket
Phone
(866) 261-6483
Web
www.tobam.fr
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PBGIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PBGIX has been loosely correlated with RSLFX. These tickers have moved in lockstep 48% of the time. This A.I.-generated data suggests there is some statistical probability that if PBGIX jumps, then RSLFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBGIX
1D Price
Change %
PBGIX100%
N/A
RSLFX - PBGIX
48%
Loosely correlated
+1.61%
SCWFX - PBGIX
48%
Loosely correlated
+1.61%
SCWCX - PBGIX
48%
Loosely correlated
+1.62%
RSLBX - PBGIX
47%
Loosely correlated
+1.61%
RSLEX - PBGIX
38%
Loosely correlated
+1.61%
More