PBSIX Mutual Fund Price & Analysis
The Polen U.S Small Company Growth Fund (PBSIX) is an institutional class mutual fund that focuses on investing in small companies in the United States. This fund aims to achieve long-term growth by carefully selecting high-quality, undervalued small-cap stocks with strong growth potential. With a team of experienced investment professionals, PBSIX seeks to provide investors with exposure to promising small companies that have the potential to outperform the market. This fund is suitable for institutional investors looking for a diversified portfolio of small-cap stocks with a focus on growth.
PBSIX Mutual Fund Chart & Stats
$19.97
At close: 4:00 PM EDT- Previous Close
- $19.97
- Sub-Category
- Small Cap
- Total Liabilities
- $66.46K
- Expense Ratio
- 1.10%
- Holding Count
- 87
- Brand
- Fundvantage Trust
- Category
- Equity
- Total Assets
- 61.45M
- Shares Outstanding
- N/A
- 52-Week Range
- $16.13 - $22.93
PBSIX Mutual Fund News
PBSIX Mutual Fund Smart Score
Neutral
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Top 10 Holdings
| Name | Weight % |
|---|---|
| BEBloom Energy | 5.56% |
| DOCNDigitalocean Holdings, Inc. | 3.10% |
| MODModine Manufacturing | 3.05% |
| BELFBBel Fuse B | 2.88% |
| CECOCeco Environmental Corp. | 2.68% |
| BKDBrookdale Senior Living Inc. | 2.68% |
| SEISolaris Energy Infrastructure, Inc. | 2.59% |
| POWLPowell Industries, Inc. | 2.53% |
| BWXTBwx Technologies Inc | 2.44% |
| VSECVSE Corporation | 2.37% |
| Total | 29.87% |
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