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PBMIX
Polen U.S. SMID Company Growth Fund Institutional Class
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PBMIX Mutual Fund Holdings Information

Holdings Count
60
Total Assets
3.39M
Top 10 Percentage
37.55%
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.Go Premium
60 Holdings
60 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Sofi Technologies Inc
4.62%
$154.36K
―
$20.55B
-38.98%
7 Buy
7 Hold
3 Sell
Hold
―
Bwx Technologies Inc
4.47%
$149.20K
―
$12.64B
-26.81%
9 Buy
3 Hold
0 Sell
Strong Buy
―
Carvana
4.18%
$139.68K
―
$70.01B
-20.92%
14 Buy
4 Hold
0 Sell
Strong Buy
―
USD_CASH
Dreyfus Government Cash Management
3.97%
$132.54K
―
―
―
―
―
Embraer S.A. Adr
3.71%
$123.97K
―
$14.01B
24.37%
5 Buy
1 Hold
0 Sell
Strong Buy
―
Talen Energy Corp
3.40%
$113.65K
―
$15.09B
-26.77%
10 Buy
2 Hold
0 Sell
Strong Buy
―
Cameco
3.38%
$112.92K
―
$37.70B
3.81%
8 Buy
1 Hold
0 Sell
Strong Buy
―
NRG Energy Inc
3.31%
$110.35K
―
$20.43B
-40.92%
10 Buy
2 Hold
0 Sell
Strong Buy
―
Joby Aviation, Inc.
3.27%
$109.16K
―
$5.95B
-62.70%
2 Buy
3 Hold
2 Sell
Hold
―
Bloom Energy
3.23%
$107.87K
―
$85.78B
207.11%
10 Buy
8 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

28.50%Industrials15.91%Consumer Cyclical15.54%Technology11.09%Financial9.94%Utilities8.53%Energy6.66%Healthcare2.23%General0.83%Consumer Defensive0.76%Communication Services28.50%Industrials
Industrials
28.50%
Consumer Cyclical
15.91%
Technology
15.54%
Financial
11.09%
Utilities
9.94%
Energy
8.53%
Healthcare
6.66%
General
2.23%
Consumer Defensive
0.83%
Communication Services
0.76%

Countries Breakdown

92.77%United States3.33%Canada92.77%United States
United States
92.77%
Canada
3.33%

Breakdown By Smart Score

10.39%Outperform1011.63%Outperform911.27%Outperform815.16%Neutral727.08%Neutral64.10%Neutral56.81%Neutral44.73%Underperform37.35%Underperform21.48%Underperform17
The weighted average smart score of the PBMIX Mutual Fund is 7
10
10.39%
9
11.63%
8
11.27%
7
15.16%
6
27.08%
5
4.10%
4
6.81%
3
4.73%
2
7.35%
1
1.48%

PBMIX Mutual Funds FAQ

What are Mutual Funds PBMIX’s top 3 holdings?
PBMIX’s top 3 holdings are SOFI, BWXT, CVNA.
    What is Mutual Funds PBMIX’s holdings count?
    Mutual Funds PBMIX’s is holdings 60 different assets.
      What are the total assets of Mutual Funds PBMIX?
      Mutual Funds PBMIX’s total assets are 3.39M.
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