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PBMIX
Polen U.S. SMID Company Growth Fund Institutional Class

PBMIX Mutual Fund Holdings Information

Holdings Count
38
Total Assets
20.16M
Top 10 Percentage
42.79%
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38 Holdings
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Globant SA
6.26%
$1.26M
$7.71B
24.80%
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
Dynatrace
5.63%
$1.13M
$14.13B
2.01%
19 Buy
4 Hold
0 Sell
Strong Buy
premium
Houlihan Lokey Inc.
5.06%
$1.01M
$9.37B
58.18%
1 Buy
4 Hold
0 Sell
Hold
premium
Goosehead Insurance
4.37%
$876.07K
$2.31B
7.36%
6 Buy
2 Hold
1 Sell
Moderate Buy
premium
Trex Company
4.20%
$841.61K
$9.98B
64.10%
7 Buy
4 Hold
1 Sell
Moderate Buy
premium
Five Below Inc
4.06%
$814.57K
$7.76B
-26.88%
11 Buy
3 Hold
0 Sell
Strong Buy
premium
Wingstop Inc.
3.50%
$703.06K
$11.43B
94.34%
8 Buy
10 Hold
0 Sell
Moderate Buy
premium
Hamilton Lane Inc
3.43%
$687.41K
$6.59B
86.49%
0 Buy
3 Hold
0 Sell
Hold
premium
Floor & Decor Holdings
3.18%
$638.15K
$13.12B
37.63%
5 Buy
15 Hold
1 Sell
Hold
premium
Morningstar
3.10%
$620.88K
$12.85B
57.36%
premium

Sector Breakdown

36.17%Technology22.98%Consumer Cyclical17.39%Financial15.04%Healthcare8.42%Industrials36.17%Technology
Technology
36.17%
Consumer Cyclical
22.98%
Financial
17.39%
Healthcare
15.04%
Industrials
8.42%

Countries Breakdown

99.37%United States99.37%United States
United States
99.37%

Breakdown By Smart Score

5.11%Outperform108.30%Outperform96.60%Outperform817.53%Neutral717.13%Neutral612.05%Neutral520.49%Neutral49.70%Underperform23.09%Underperform16
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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