Polen Growth Financials
| POLRX Fund | USD 48.23 0.29 0.60% |
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 Growth Fund Summary
Polen Growth competes with Polen Growth, Edgewood Growth, Akre Focus, Brown Advisory, and Polen Global. The fund typically invests in a focused portfolio of common stocks of large capitalization companies that, in the Advisers opinion, have a sustainable competitive advantage. Polen Growth is traded on NASDAQ Exchange in the United States.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3608736654 |
| Business Address | FundVantage Trust |
| Mutual Fund Family | Polen Capital |
| Mutual Fund Category | 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 Growth's current stock value. Our valuation model uses many indicators to compare Polen Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Growth competition to find correlations between indicators driving Polen Growth's intrinsic value. More Info.Polen Growth Fund is regarded fifth largest fund in price to earning among similar funds. It is regarded third largest fund in price to book among similar funds fabricating about 0.26 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Polen Growth Fund is roughly 3.92 . 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 Growth's earnings, one of the primary drivers of an investment's value.Polen Growth Systematic Risk
Polen Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Polen Growth 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Polen Growth correlated with the market. If Beta is less than 0 Polen Growth generally moves in the opposite direction as compared to the market. If Polen Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Polen Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Polen Growth is generally in the same direction as the market. If Beta > 1 Polen Growth moves generally in the same direction as, but more than the movement of the benchmark.
Polen Growth November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Polen Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Polen Growth Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Polen Growth Fund 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 Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8851 | |||
| Information Ratio | 0.0034 | |||
| Maximum Drawdown | 4.47 | |||
| Value At Risk | (1.39) | |||
| Potential Upside | 1.29 |
Other Information on Investing in Polen Mutual Fund
Polen Growth 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 Growth security.
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