Polen Bank Financials
| PBKIX Fund | USD 10.11 0.01 0.1% |
Polen |
Please note that you must use caution to infer results of funds 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 Bank Fund Summary
Polen Bank competes with Royce Opportunity, Columbia Small, Royce Opportunity, Amg River, and Heartland Value. 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.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fundvantage Trust |
| Mutual Fund Family | Polen Capital |
| Mutual Fund Category | Bank Loan |
| Benchmark | Dow Jones Industrial |
| Phone | 888 678 6024 |
| Currency | USD - US Dollar |
Polen Financial Ratios 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.Polen Bank Loan Systematic Risk
Polen Bank's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Polen Bank 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 twenty-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Polen Bank Loan correlated with the market. If Beta is less than 0 Polen Bank generally moves in the opposite direction as compared to the market. If Polen Bank Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Polen Bank Loan is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Polen Bank is generally in the same direction as the market. If Beta > 1 Polen Bank moves generally in the same direction as, but more than the movement of the benchmark.
Polen Bank December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Polen Bank help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Polen Bank Loan. We use our internally-developed statistical techniques to arrive at the intrinsic value of Polen Bank Loan 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 Bank's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1404 | |||
| Information Ratio | (0.55) | |||
| Maximum Drawdown | 1.1 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.2976 |
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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