Polen International Financials
| POIIX Fund | USD 16.25 0.16 0.99% |
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 International Fund Summary
Polen International competes with Polen Growth, Congress Mid, Polen Global, Zacks Dividend, and Polen Us. The fund typically invests in a focused portfolio of approximately 25 to 35 common stocks of large capitalization companies , including companies in both developed and emerging markets, that, in the Advisers opinion, have a sustainable competitive advantage. It invests primarily in non-U.S. equity securities. The fund is non-diversified.Specialization | Foreign Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | FundVantage Trust |
| Mutual Fund Family | Polen Capital |
| Mutual Fund Category | Foreign Large 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 International's current stock value. Our valuation model uses many indicators to compare Polen International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen International competition to find correlations between indicators driving Polen International's intrinsic value. More Info.Polen International Growth is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 930.70 of Year To Date Return per Annual Yield. 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 International's earnings, one of the primary drivers of an investment's value.Polen International Systematic Risk
Polen International's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Polen International 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Polen International correlated with the market. If Beta is less than 0 Polen International generally moves in the opposite direction as compared to the market. If Polen International Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Polen International is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Polen International is generally in the same direction as the market. If Beta > 1 Polen International moves generally in the same direction as, but more than the movement of the benchmark.
Polen International November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Polen International help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Polen International Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Polen International Growth 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 International's daily price indicators and compare them against related drivers.
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 3.63 | |||
| Value At Risk | (1.39) | |||
| Potential Upside | 1.48 |
Other Information on Investing in Polen Mutual Fund
Polen International 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 International security.
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