Polen Global Growth Fund Manager Performance Evaluation
| PGIIX Fund | USD 25.30 0.27 1.08% |
The fund holds a Beta of 0.97, which implies possible diversification benefits within a given portfolio. Polen Global returns are very sensitive to returns on the market. As the market goes up or down, Polen Global is expected to follow.
Risk-Adjusted Performance
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Over the last 90 days Polen Global Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Polen Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of September 2022 | |
| Expense Ratio | 1.0100 |
Polen |
Polen Global Relative Risk vs. Return Landscape
If you would invest 2,568 in Polen Global Growth on February 5, 2024 and sell it today you would lose (38.00) from holding Polen Global Growth or give up 1.48% of portfolio value over 90 days. Polen Global Growth is currently producing negative expected returns and takes up 0.8988% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Polen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Polen Global Current Valuation
Fairly Valued
Today
Please note that Polen Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Polen Global Growth holds a recent Real Value of $25.41 per share. The prevailing price of the fund is $25.3. We determine the value of Polen Global Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Polen Global Growth is useful when determining the fair value of the Polen mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Polen Global. Since Polen Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polen Mutual Fund. However, Polen Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 25.3 | Real 25.41 | Hype 25.3 | Naive 25.44 |
The real value of Polen Mutual Fund, also known as its intrinsic value, is the underlying worth of Polen Global Growth Mutual Fund, which is reflected in its stock price. It is based on Polen Global's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Polen Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Polen Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Polen Global Growth helps investors to forecast how Polen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Polen Global more accurately as focusing exclusively on Polen Global's fundamentals will not take into account other important factors: Polen Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Polen Global Growth, and traders can use it to determine the average amount a Polen Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0215
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| Negative Returns | PGIIX |
Estimated Market Risk
| 0.9 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Polen Global is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Polen Global by adding Polen Global to a well-diversified portfolio.
Polen Global Fundamentals Growth
Polen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polen Global, and Polen Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Polen Mutual Fund performance.
| Price To Earning | 26.26 X | ||||
| Price To Book | 6.47 X | ||||
| Price To Sales | 4.22 X | ||||
| Total Asset | 441.99 M | ||||
About Polen Global Performance
To evaluate Polen Global Growth Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Polen Global generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Polen Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Polen Global Growth market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Polen's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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.Things to note about Polen Global Growth performance evaluation
Checking the ongoing alerts about Polen Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polen Global Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Polen Global Growth generated a negative expected return over the last 90 days | |
| The fund maintains 96.96% of its assets in stocks |
- Analyzing Polen Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Polen Global's stock is overvalued or undervalued compared to its peers.
- Examining Polen Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Polen Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polen Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polen Global's mutual fund. These opinions can provide insight into Polen Global's potential for growth and whether the stock is currently undervalued or overvalued.
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 gross domestic product. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.