Polen Small Mutual Fund Money Managers

PBSRX Fund  USD 15.58  0.18  1.14%   
Break down of Polen Small's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Polen Small's future under-performance.
  
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Symbol  PBSRX
Name  Polen Small
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Polen Small Leadership is currently not available.

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Polen Small Net Asset Comparison

Polen Small is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Growth category is currently estimated at about 17.19 Billion. Polen Small adds roughly 78.31 Million in net asset claiming only tiny portion of funds listed under Small Growth category.

Polen Small Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Polen Small Price Series Summation is a cross summation of Polen Small price series and its benchmark/peer.

About Polen Small Management Performance

The success or failure of an entity such as Polen Small often depends on how effective the management is. Polen Small management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Polen management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Polen management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund typically invests in a focused portfolio of common stocks of small companies and, under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers that are small companies. The Adviser considers small companies for this purpose to be those companies that, at the time of purchase, are generally within the range of the market capitalizations of companies in the Russell 2000 Index and the SP SmallCap 600 Index. The fund is non-diversified.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Polen Mutual Fund

Polen Small financial ratios help investors to determine whether Polen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Polen with respect to the benefits of owning Polen Small security.
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