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PBSIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 26 closing price
Price
$15.20
Change
+$0.04 (+0.26%)
Net Assets
46.4M

PBSIX price forecast, quote, news & analysis

Category: @Small Growth
A.I.Advisor
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are 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 companies and, under normal circumstances, it invests at least 80% of its net assets in securities of U.S. issuers that are small companies. The Adviser considers small companies for this purpose to be those companies that, at the time of purchase, are generally within the range of the market capitalizations of companies in the Russell 2000® Index and the S&P SmallCap 600® Index. The fund is non-diversified.

Market Cap

The average market capitalization across the Polen US Small Company Growth Instl MF is 5.29B. The market cap for tickers in the group ranges from 1.73B to 9.5B. GLOB holds the highest valuation in this group at 9.5B. The lowest valued company is GSHD at 1.73B.

Volume

The average weekly volume growth across all stocks in the Polen US Small Company Growth Instl MF was -55%. For the same stocks of the MF, the average monthly volume growth was -49% 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: 62
P/E Growth Rating: 74
Price Growth Rating: 55
SMR Rating: 58
Profit Risk Rating: 58
Seasonality Score: 11 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
FundVantage Trust (Polen)301 BELLEVUE PARKWAYWILMINGTON
Phone
3027911906
Web
www.polencapital.com