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PBSYX Polen 5Perspectives Small Growth Y Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term growth of capital... Show more

Category: #Small Growth
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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.

Market Cap

The average market capitalization across the Polen 5Perspectives Small Growth Y MF is 2.81B. The market cap for tickers in the group ranges from 289.87M to 9.73B. HLI holds the highest valuation in this group at 9.73B. The lowest valued company is ALIT at 289.87M.

Volume

The average weekly volume growth across all stocks in the Polen 5Perspectives Small Growth Y MF was -9%. For the same stocks of the MF, the average monthly volume growth was 100% and the average quarterly volume growth was 481%

Fundamental Analysis Ratings

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

Valuation Rating: 45
P/E Growth Rating: 83
Price Growth Rating: 69
SMR Rating: 59
Profit Risk Rating: 94
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PBSYX has been closely correlated with VSGIX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if PBSYX jumps, then VSGIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PBSYX
1D Price
Change %
PBSYX100%
N/A
VSGIX - PBSYX
90%
Closely correlated
N/A
VSGAX - PBSYX
90%
Closely correlated
N/A
VISGX - PBSYX
90%
Closely correlated
N/A
NRGEX - PBSYX
90%
Closely correlated
-0.05%
NRGSX - PBSYX
81%
Closely correlated
-0.05%
More
Polen 5Perspectives Small Growth Y (PBSYX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com