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 1.26B to 13.87B. FND holds the highest valuation in this group at 13.87B. The lowest valued company is RVLV at 1.26B.
Volume
The average weekly volume growth across all stocks in the Polen US SMID Company Growth Instl MF was -33%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was 88%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 52
Price Growth Rating: 54
SMR Rating: 61
Profit Risk Rating: 57
Seasonality Score: 31 (-100 ... +100)