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

Mutual Fund · Currency in USD · Last updated Aug 1, 2026
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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 historically moved differently from PBSIX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.

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 0.76, roughly unchanged from 0.81 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
DSCIX
Dana Epiphany ESG Small Cap Equity Fund0.760.760.81
90
Small Cap Growth EquitiesPBSIX vs DSCIX
SGPIX
ProFunds Small Cap Growth Fund0.780.800.82
68
Small Cap Growth EquitiesPBSIX vs SGPIX
RYWCX
Rydex S&P SmallCap 600 Pure Growth Fund0.790.780.82
77
Small Cap Growth EquitiesPBSIX vs RYWCX
ORIGX
North Square Spectrum Alpha Fund0.790.800.84
80
Small Cap Growth EquitiesPBSIX vs ORIGX
WMKSX
WesMark Small Company Fund0.800.800.82
63
Small Cap Growth EquitiesPBSIX vs WMKSX
See all 16 diversifiers for PBSIX

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