Polen Bank Financial Statements From 2010 to 2025
| PBKIX Fund | USD 9.94 0.01 0.10% |
Check Polen Bank financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Polen Bank's main balance sheet or income statement drivers, such as , as well as many indicators such as . Polen financial statements analysis is a perfect complement when working with Polen Bank Valuation or Volatility modules.
Polen |
Polen Bank Loan Mutual Fund Net Asset Analysis
Polen Bank'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.
Current Polen Bank Net Asset | 5.12 M |
Most of Polen Bank'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 Bank Loan 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.
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Based on the recorded statements, Polen Bank Loan has a Net Asset of 5.12 M. This is much higher than that of the Polen Capital family and significantly higher than that of the Bank Loan category. The net asset for all United States funds is notably lower than that of the firm.
Polen Bank Loan Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Polen Bank's current stock value. Our valuation model uses many indicators to compare Polen Bank value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Bank competition to find correlations between indicators driving Polen Bank's intrinsic value. More Info.Polen Bank Loan is rated top fund in net asset among similar funds. It also is rated top fund in minimum initial investment among similar funds making about 0.02 of Minimum Initial Investment per Net Asset. The ratio of Net Asset to Minimum Initial Investment for Polen Bank Loan is roughly 51.20 . 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 Bank's earnings, one of the primary drivers of an investment's value.About Polen Bank Financial Statements
Polen Bank investors use historical fundamental indicators, such as Polen Bank's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Polen Bank. Please read more on our technical analysis and fundamental analysis pages.
The fund pursues its investment objective by seeking to outperform the broader bank loan market over a complete credit cycle. The credit cycle is a cyclical event that generally occurs over a several year timeframe as access to credit increases or decreases for borrowers. The Adviser intends to manage a relatively concentrated portfolio typically comprising between 60-90 issuers and 80-100 issues.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Polen Mutual Fund
Polen Bank financial ratios help investors to determine whether Polen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Polen with respect to the benefits of owning Polen Bank security.
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