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PBSRX Polen US Small Company Growth Investor Forecast, Technical & Fundamental Analysis

Category SmallGrowth
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 Investor MF is 5.29B. The market cap for tickers in the group ranges from 1.73B to 9.25B. WING holds the highest valuation in this group at 9.25B. 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 Investor MF was 51%. For the same stocks of the MF, the average monthly volume growth was 59% and the average quarterly volume growth was 29%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 62
Price Growth Rating: 50
SMR Rating: 59
Profit Risk Rating: 60
Seasonality Score: 31 (-100 ... +100)
View a ticker or compare two or three
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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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BCGDX16.04-0.09
-0.56%
Blue Current Global Dividend Instl
CSAZX13.80-0.10
-0.72%
Columbia Global Opportunities Inst
FRDTX97.50-0.96
-0.98%
Franklin Rising Dividends C
MWOFX65.03-0.80
-1.22%
MFS Global Growth A
FSRPX20.85-0.33
-1.56%
Fidelity Select Retailing

PBSRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PBSRX has been closely correlated with NRGEX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if PBSRX jumps, then NRGEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBSRX
1D Price
Change %
PBSRX100%
-1.83%
NRGEX - PBSRX
91%
Closely correlated
-1.24%
WCMLX - PBSRX
47%
Loosely correlated
-2.56%
WCMNX - PBSRX
47%
Loosely correlated
-2.59%
VEXPX - PBSRX
17%
Poorly correlated
-1.74%
VEXRX - PBSRX
17%
Poorly correlated
-1.74%
More