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PBMIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
19.22M

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), YETI Holdings (NYSE:YETI).

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 12.92B. The market cap for tickers in the group ranges from 1.86B to 14.5B. DT holds the highest valuation in this group at 14.5B. The lowest valued company is GSHD at 1.86B.

Volume

The average weekly volume growth across all stocks in the Polen US SMID Company Growth Instl MF was -8%. For the same stocks of the MF, the average monthly volume growth was 76% and the average quarterly volume growth was 23%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 46
Price Growth Rating: 47
SMR Rating: 58
Profit Risk Rating: 53
Seasonality Score: -66 (-100 ... +100)
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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

Correlation & Price change

A.I.dvisor indicates that over the last year, PBMIX has been loosely correlated with FSMAX. These tickers have moved in lockstep 49% of the time. This A.I.-generated data suggests there is some statistical probability that if PBMIX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBMIX
1D Price
Change %
PBMIX100%
N/A
FSMAX - PBMIX
49%
Loosely correlated
+0.88%
RRMGX - PBMIX
5%
Poorly correlated
+0.31%
RPMGX - PBMIX
5%
Poorly correlated
+0.31%
PAMCX - PBMIX
5%
Poorly correlated
+0.31%
TRQZX - PBMIX
5%
Poorly correlated
+0.32%
More