Polen Global Growth Fund Net Asset

PGIRX Fund  USD 25.62  0.07  0.27%   
Polen Global Growth fundamentals help investors to digest information that contributes to Polen Global's financial success or failures. It also enables traders to predict the movement of Polen Mutual Fund. The fundamental analysis module provides a way to measure Polen Global's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Polen Global mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Polen Global Growth Mutual Fund Net Asset Analysis

Polen Global's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Net Asset

 = 

Current Market Value

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Current Liabilities

More About Net Asset | All Equity Analysis

Current Polen Global Net Asset

    
  464.22 M  
Most of Polen Global's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Polen Global Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Competition

Based on the recorded statements, Polen Global Growth has a Net Asset of 464.22 M. This is much higher than that of the Polen Capital family and significantly higher than that of the World Large-Stock Growth category. The net asset for all United States funds is notably lower than that of the firm.

Polen Net Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Polen Global's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Polen Global could also be used in its relative valuation, which is a method of valuing Polen Global by comparing valuation metrics of similar companies.
Polen Global is currently under evaluation in net asset among similar funds.

Fund Asset Allocation for Polen Global

The fund consists of 96.25% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides Polen Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Polen Fundamentals

About Polen Global Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Polen Global Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Polen Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Polen Global Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Polen Global in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Polen Global's short interest history, or implied volatility extrapolated from Polen Global options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Polen Global Growth using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
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 Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Please note, there is a significant difference between Polen Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Polen Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Polen Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.