PBSRX Mutual Fund Price & Analysis
The Polen U.S Small Company Growth Fund (PBSRX) is a mutual fund that focuses on investing in small companies in the United States with strong growth potential. The fund is designed for individual investors and aims to provide long-term capital appreciation by investing in a diversified portfolio of small-cap stocks. The fund is managed by Polen Capital, a well-respected investment management firm known for its rigorous research and disciplined investment approach. With a focus on high-quality companies with sustainable competitive advantages, PBSRX offers investors the opportunity to participate in the growth potential of small companies in the U.S market.
PBSRX Mutual Fund Chart & Stats
$19.20
At close: 4:00 PM EDT- Previous Close
- $19.20
- Sub-Category
- Small Cap
- Total Liabilities
- $66.46K
- Expense Ratio
- 1.35%
- Holding Count
- 87
- Brand
- Fundvantage Trust
- Category
- Equity
- Total Assets
- 61.45M
- Shares Outstanding
- N/A
- 52-Week Range
- $15.85 - $22.50
PBSRX Mutual Fund News
PBSRX 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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