Polen Global Growth Fund Quote
| PGIIX Fund | USD 26.76 0.09 0.34% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Polen Global is trading at 26.76 as of the 18th of January 2025; that is 0.34 percent up since the beginning of the trading day. The fund's open price was 26.67. Polen Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
The fund typically invests in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets. It will invest in at least three different countries and will typically invest at least 40 percent of its net assets in non-U.S. More on Polen Global Growth
Moving together with Polen Mutual Fund
Polen Mutual Fund Highlights
| Fund Concentration | Polen Capital Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Polen Capital, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Polen Global Growth [PGIIX] is traded in USA and was established 18th of January 2025. Polen Global is listed under Polen Capital category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Polen Capital family. This fund at this time has accumulated 464.22 M in assets with minimum initial investment of 100 K. Polen Global Growth is currently producing year-to-date (YTD) return of 0.3%, while the total return for the last 3 years was 1.78%.
Check Polen Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Polen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Polen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Polen Global Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Polen Global Growth Mutual Fund Constituents
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| MA | Mastercard | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods |
Polen Global Growth Risk Profiles
| Mean Deviation | 0.6677 | |||
| Standard Deviation | 0.9195 | |||
| Variance | 0.8455 | |||
| Risk Adjusted Performance | (0.01) |
Polen Global Against Markets
Other Information on Investing in Polen Mutual Fund
Polen Global 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 Global security.
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