PBMIX is a mutual fund that focuses on investing in small and mid-sized companies in the United States with strong growth potential. It is designed for institutional investors and aims to provide long-term capital appreciation by carefully selecting companies with solid financials, innovative products or services, and strong management teams. PBMIX is managed by Polen Capital, a reputable investment management firm known for its disciplined and research-driven approach. This fund offers a diversified portfolio of high-quality, growth-oriented companies, making it a suitable option for investors seeking exposure to the U.S. small and mid-cap market.

PBMIX Mutual Fund Chart & Stats

Previous Close$11.77

Sub-CategorySmall Cap

Total Liabilities100.96K

Last Dividend Ex-Date

Dec 08, 2021

Expense Ratio1.05%

Holding Count38

Brandfundvantage trust

Dividend Yield

0.11 (0.94%)

CategoryEquity

Total Assets20.16M

Shares OutstandingN/A

52-Week Range$1.00 - $100.00

PBMIX Mutual Fund News

PremiumPress Releases

Wingstop Inc. Reports Fiscal First Quarter 2024 Financial Results

20h ago

WING

PremiumBlurbs

Analysts’ Opinions Are Mixed on These Consumer Cyclical Stocks: Wingstop (WING), Taylor Morrison (TMHC) and Amazon (AMZN)

1d ago

AMZN

TMHC

PremiumThe Fly

Goosehead Insurance price target lowered to $72 from $90 at BMO Capital

2d ago

GSHD

PremiumBlurbs

Analysts Offer Insights on Consumer Cyclical Companies: Texas Roadhouse (TXRH), Floor & Decor Holdings (FND) and Arhaus (ARHS)

2d ago

FND

ARHS

PBMIX Mutual Fund Smart Score

Neutral

Analyst Consensus

Moderate Buy

Average Price Target:
$14.46 (― Downside)

Learn more about TipRanks Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.