PBMIX Polen US SMID Company Growth Instl Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Five Below (NASDAQ:FIVE), Revolve Group (NYSE:RVLV).

The investment seeks to achieve long-term growth of capital. The fund typically invests in a portfolio of common stocks of small and mid-cap companies and, under normal circumstances, the fund invests at least 80% of its net assets in securities of U.S. issuers that are small or mid-cap companies. The Adviser considers small and mid-cap companies for this purpose to be those companies that, at the time of purchase, are within the range of the market capitalizations of companies in the Russell 2500® Growth Index. It is non-diversified.

The average market capitalization across the Polen US SMID Company Growth Instl MF is 6.99B. The market cap for tickers in the group ranges from 1.51B to 14.54B. DT holds the highest valuation in this group at 14.54B. The lowest valued company is RVLV at 1.51B.

The average weekly volume growth across all stocks in the Polen US SMID Company Growth Instl MF was 3%. For the same stocks of the MF, the average monthly volume growth was 42% and the average quarterly volume growth was 44%