Polen Small Financials
| PBSRX Fund | USD 15.41 0.10 0.65% |
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 Small Fund Summary
Polen Small competes with Us Government, Ridgeworth Seix, Us Government, Intermediate Government, and Mainstay Government. 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. Polen US is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | FundVantage Trust |
| Mutual Fund Family | Polen Capital |
| Mutual Fund Category | Small Growth |
| 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 Small's current stock value. Our valuation model uses many indicators to compare Polen Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Small competition to find correlations between indicators driving Polen Small's intrinsic value. More Info.Polen Small is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.76 of One Year Return per Year To Date Return. 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 Small's earnings, one of the primary drivers of an investment's value.Polen Small Systematic Risk
Polen Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Polen Small 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Polen Small correlated with the market. If Beta is less than 0 Polen Small generally moves in the opposite direction as compared to the market. If Polen Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Polen Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Polen Small is generally in the same direction as the market. If Beta > 1 Polen Small moves generally in the same direction as, but more than the movement of the benchmark.
Polen Small February 7, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Polen Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Polen Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Polen Small 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.31 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 6.6 | |||
| Value At Risk | (1.48) | |||
| Potential Upside | 1.96 |
Other Information on Investing in Polen Mutual Fund
Polen Small 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 Small security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |