Polen U.S. SMID Company Growth Fund Institutional Class (PBMIX)
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
- $53.66
- Sub-Category
- Small Cap
- Total Liabilities
- $55.62K
- Expense Ratio
- 1.05%
- Holding Count
- 60
- Brand
- Fundvantage Trust
- Category
- Equity
- Total Assets
- 3.39M
- Shares Outstanding
- N/A
- 52-Week Range
- $35.66 - $53.66
PBMIX Mutual Fund News
PBMIX Mutual Fund Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| SOFISofi Technologies Inc | 4.62% |
| BWXTBwx Technologies Inc | 4.47% |
| CVNACarvana | 4.18% |
| USD_CASHDreyfus Government Cash Management | 3.97% |
| EMBJEmbraer S.A. Adr | 3.71% |
| TLNTalen Energy Corp | 3.40% |
| CCOCameco | 3.38% |
| NRGNRG Energy Inc | 3.31% |
| JOBYJoby Aviation, Inc. | 3.27% |
| BEBloom Energy | 3.23% |
| Total | 37.55% |
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