Polen Us Financial Statements From 2010 to 2024
| PBSYX Fund | USD 16.24 0.17 1.04% |
Check Polen Us financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Polen Us' 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 Us Valuation or Volatility modules.
Polen |
Polen Small Mutual Fund Net Asset Analysis
Polen Us' 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 Us Net Asset | 72.57 M |
Most of Polen Us' 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 Small 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 Small has a Net Asset of 72.57 M. This is much higher than that of the Polen Capital family and significantly higher than that of the Small Growth category. The net asset for all United States funds is notably lower than that of the firm.
Polen Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Polen Us's current stock value. Our valuation model uses many indicators to compare Polen Us value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Us competition to find correlations between indicators driving Polen Us's intrinsic value. More Info.Polen Small is rated top fund in net asset among similar funds. It also is rated top fund in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for Polen Small is about 16,161,479 . 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 Us' earnings, one of the primary drivers of an investment's value.About Polen Us Financial Statements
Polen Us investors use historical fundamental indicators, such as Polen Us' 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 Us. Please read more on our technical analysis and fundamental analysis pages.
The fund typically invests in a focused portfolio of common stocks of small companies and, under normal circumstances, it invests at least 80 percent 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 SP SmallCap 600 Index. The fund is non-diversified.
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 Us 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 Us security.
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