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PBMIX
Polen U.S. SMID Company Growth Fund Institutional Class
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Similar Mutual Funds
PBMIX
Mutual Fund Holdings Information
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Portfolio
Holdings Count
38
Total Assets
20.16M
Top 10 Percentage
42.79%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.
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38 Holdings
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
GLOB
Globant SA
6.26%
$1.26M
―
$7.71B
24.80%
6
Buy
3
Hold
0
Sell
Moderate Buy
―
premium
DT
Dynatrace
5.63%
$1.13M
―
$14.13B
2.01%
19
Buy
4
Hold
0
Sell
Strong Buy
―
premium
HLI
Houlihan Lokey Inc.
5.06%
$1.01M
―
$9.37B
58.18%
1
Buy
4
Hold
0
Sell
Hold
―
premium
GSHD
Goosehead Insurance
4.37%
$876.07K
―
$2.31B
7.36%
6
Buy
2
Hold
1
Sell
Moderate Buy
―
premium
TREX
Trex Company
4.20%
$841.61K
―
$9.98B
64.10%
7
Buy
4
Hold
1
Sell
Moderate Buy
―
premium
FIVE
Five Below Inc
4.06%
$814.57K
―
$7.76B
-26.88%
11
Buy
3
Hold
0
Sell
Strong Buy
―
premium
WING
Wingstop Inc.
3.50%
$703.06K
―
$11.43B
94.34%
8
Buy
10
Hold
0
Sell
Moderate Buy
―
premium
HLNE
Hamilton Lane Inc
3.43%
$687.41K
―
$6.59B
86.49%
0
Buy
3
Hold
0
Sell
Hold
―
premium
FND
Floor & Decor Holdings
3.18%
$638.15K
―
$13.12B
37.63%
5
Buy
15
Hold
1
Sell
Hold
―
premium
MORN
Morningstar
3.10%
$620.88K
―
$12.85B
57.36%
―
―
premium
Show More Holdings
Sector Breakdown
36.17%
Technology
22.98%
Consumer Cyclical
17.39%
Financial
15.04%
Healthcare
8.42%
Industrials
36.17%
Technology
Technology
36.17%
Consumer Cyclical
22.98%
Financial
17.39%
Healthcare
15.04%
Industrials
8.42%
Countries Breakdown
99.37%
United States
99.37%
United States
United States
99.37%
Breakdown By Smart Score
5.11%
Outperform
10
8.30%
Outperform
9
6.60%
Outperform
8
17.53%
Neutral
7
17.13%
Neutral
6
12.05%
Neutral
5
20.49%
Neutral
4
9.70%
Underperform
2
3.09%
Underperform
1
6
The weighted average smart score of the PBMIX Mutual Fund is 6
10
5.11%
9
8.30%
8
6.60%
7
17.53%
6
17.13%
5
12.05%
4
20.49%
3
0.00%
2
9.70%
1
3.09%
PBMIX Mutual Funds FAQ
What are Mutual Funds PBMIX’s top 3 holdings?
PBMIX’s top 3 holdings are GLOB, DT, HLI.
What is Mutual Funds PBMIX’s holdings count?
Mutual Funds PBMIX’s is holdings 38 different assets.
What are the total assets of Mutual Funds PBMIX?
Mutual Funds PBMIX’s total assets are 20.16M.
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