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Polen U.S. Small Company Growth Fund (PBSIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The investment seeks to achieve long-term growth of capital. The fund typically invests in a focused portfolio of common stocks of small companies and, under normal circumstances, it invests at least 80% 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 S&P SmallCap 600 Index on a rolling three-year basis. The fund is non-diversified.

Looking to diversify beyond PBSIX? The mutual funds below have the lowest correlation with PBSIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from PBSIX.

Best Diversifiers for PBSIX

0 mutual funds have low correlation with PBSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Dana Epiphany ESG Small Cap Equity Fund (DSCIX) (Small Cap Growth Equities) with a 1Y correlation of 0.74, roughly unchanged from 0.81 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DSCIX
Dana Epiphany ESG Small Cap Equity Fund0.740.780.81
85
Small Cap Growth EquitiesPBSIX vs DSCIX
NESGX
Needham Small Cap Growth Fund0.780.780.81
95
Small Cap Growth EquitiesPBSIX vs NESGX
NESIX
Needham Small Cap Growth Fund Institutional0.780.780.81
95
Small Cap Growth EquitiesPBSIX vs NESIX
OBMCX
Oberweis Micro Cap Fund0.810.790.80
90
Small Cap Growth EquitiesPBSIX vs OBMCX
WMKSX
WesMark Small Company Fund0.810.810.82
54
Small Cap Growth EquitiesPBSIX vs WMKSX
See all 13 diversifiers for PBSIX

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