Polen Global Financials
| PGIRX Fund | USD 24.50 0.22 0.91% |
Polen |
Please note that past performance is not an indicator of the future performance of Polen Global, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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.
Polen Global Fund Summary
Polen Global competes with Putnam Multi, Polen Growth, Putnam Global, Putnam International, and Putnam International. The fund typically invests in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets. It will invest in at least three different countries and will typically invest at least 40 percent of its net assets in non-U.S. equity securities, or, if conditions are not favorable, invest at least 30 percent of its assets in non-U.S. equity securities. The fund is non-diversified.Specialization | World Large-Stock Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | FundVantage Trust |
| Mutual Fund Family | Polen Capital |
| Mutual Fund Category | World Large-Stock Growth |
| Benchmark | NYSE Composite |
| Phone | 888 678 6024 |
| Currency | USD - US Dollar |
Polen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Polen Global's current stock value. Our valuation model uses many indicators to compare Polen Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Global competition to find correlations between indicators driving Polen Global's intrinsic value. More Info.Polen Global Growth is rated top fund in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.25 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Polen Global Growth is roughly 4.06 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Polen Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Polen Global's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Polen Global's earnings, one of the primary drivers of an investment's value.Polen Global Growth Systematic Risk
Polen Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Polen Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Polen Global Growth correlated with the market. If Beta is less than 0 Polen Global generally moves in the opposite direction as compared to the market. If Polen Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Polen Global Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Polen Global is generally in the same direction as the market. If Beta > 1 Polen Global moves generally in the same direction as, but more than the movement of the benchmark.
Polen Global April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Polen Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Polen Global Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Polen Global Growth based on widely used predictive technical indicators. In general, we focus on analyzing Polen Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Polen Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9429 | |||
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 5.3 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 1.42 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Polen Global Growth. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..