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PBMIX Polen US SMID Company Growth Instl Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Five Below (NASDAQ:FIVE), Revolve Group (NYSE:RVLV).

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 U.S. issuers that are small or mid-cap companies. The Adviser considers small and mid-cap companies for this purpose to be those companies that, at the time of purchase, are within the range of the market capitalizations of companies in the Russell 2500® Growth Index. It is non-diversified.

Market Cap

The average market capitalization across the Polen US SMID Company Growth Instl MF is 7.67B. The market cap for tickers in the group ranges from 1.73B to 13.87B. FND holds the highest valuation in this group at 13.87B. The lowest valued company is GSHD at 1.73B.

Volume

The average weekly volume growth across all stocks in the Polen US SMID Company Growth Instl MF was -23%. For the same stocks of the MF, the average monthly volume growth was 54% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

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

Valuation Rating: 73
P/E Growth Rating: 52
Price Growth Rating: 49
SMR Rating: 59
Profit Risk Rating: 49
Seasonality Score: 27 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Fundvantage Trustc/o BNY Mellon Investment Servicing, 101 Sabin StreetPawtucket
Phone
(866) 261-6483
Web
www.tobam.fr
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PBMIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PBMIX has been closely correlated with PMAQX. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if PBMIX jumps, then PMAQX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBMIX
1D Price
Change %
PBMIX100%
-2.35%
PMAQX - PBMIX
81%
Closely correlated
-1.40%
PEMGX - PBMIX
80%
Closely correlated
-1.40%
TRQZX - PBMIX
79%
Closely correlated
-1.93%
JDMAX - PBMIX
74%
Closely correlated
-1.23%
JDMRX - PBMIX
73%
Closely correlated
-1.23%
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