+Compare
PBGRX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
11.54M

PBGRX Polen Global SMID Company Growth Inv Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Five Below (NASDAQ:FIVE), 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 Inv MF is 8.93B. The market cap for tickers in the group ranges from 1.91B to 18.55B. TYL holds the highest valuation in this group at 18.55B. The lowest valued company is GSHD at 1.91B.

Volume

The average weekly volume growth across all stocks in the Polen Global SMID Company Growth Inv MF was -75%. For the same stocks of the MF, the average monthly volume growth was -56% and the average quarterly volume growth was -49%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 59
P/E Growth Rating: 52
Price Growth Rating: 50
SMR Rating: 62
Profit Risk Rating: 55
Seasonality Score: -44 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
REQCX43.33N/A
N/A
Russell Inv Sustainable Equity C
RSRFX8.51N/A
N/A
Reaves Infrastructure Fund Class Inst
NWAPX34.69N/A
N/A
Nationwide BNY Mellon Dyn US Eq Inc Egl
PSYGX70.99N/A
N/A
Putnam Small Cap Growth Y
FECMX36.78N/A
N/A
Fidelity Advisor Emerging Markets I

PBGRX and

Correlation & Price change

A.I.dvisor tells us that PBGRX and RSLDX have been poorly correlated (+4% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that PBGRX and RSLDX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBGRX
1D Price
Change %
PBGRX100%
N/A
RSLDX - PBGRX
4%
Poorly correlated
N/A
RSEBX - PBGRX
4%
Poorly correlated
N/A
FSFWX - PBGRX
4%
Poorly correlated
N/A
SFCWX - PBGRX
4%
Poorly correlated
N/A
FSWFX - PBGRX
4%
Poorly correlated
N/A
More