Polen Small Fund Quote
| PBSRX Fund | USD 15.76 0.09 0.57% |
Performance14 of 100
| Odds Of DistressLess than 18
|
Polen Small is trading at 15.76 as of the 13th of December 2024; that is 0.57 percent down since the beginning of the trading day. The fund's open price was 15.85. Polen Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 13th of November 2024 and ending today, the 13th of December 2024. Click here to learn more.
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. More on Polen Small
Moving together with Polen Mutual Fund
| 0.91 | PGIIX | Polen Global Growth | PairCorr |
| 0.91 | PGIRX | Polen Global Growth | PairCorr |
| 0.94 | POLIX | Polen Growth | PairCorr |
Moving against Polen Mutual Fund
Polen Mutual Fund Highlights
| Fund Concentration | Polen Capital Funds, Large Funds, Small Growth Funds, Small Growth, Polen Capital (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Polen Small [PBSRX] is traded in USA and was established 13th of December 2024. Polen Small is listed under Polen Capital category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Polen Capital family. This fund at this time has accumulated 78.31 M in assets with no minimum investment requirementsPolen Small is currently producing year-to-date (YTD) return of 12.87%, while the total return for the last 3 years was -7.34%.
Check Polen Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Polen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Polen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Polen Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Polen Small Mutual Fund Constituents
| USPH | US Physicalrapy | Stock | Health Care | |
| YETI | YETI Holdings | Stock | Consumer Discretionary | |
| HELE | Helen of Troy | Stock | Consumer Discretionary | |
| LFUS | Littelfuse | Stock | Information Technology | |
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary | |
| WING | Wingstop | Stock | Consumer Discretionary | |
| BL | Blackline | Stock | Information Technology | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary |
Polen Small Risk Profiles
| Mean Deviation | 0.9038 | |||
| Semi Deviation | 0.6352 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.43 |
Polen Small Against Markets
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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