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PBGIX
Mutual Fund ticker: NASDAQ
AS OF
May 31 closing price
Price
$6.14
Change
-$0.00 (-0.00%)
Net Assets
8.8M

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

The investment seeks to achieve long-term growth of capital... Show more

Category: #World Stock
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A.I.Advisor
published Highlights

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.
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A.I. Advisor
published General Information

General Information

Category WorldStock

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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