Polen International Growth Fund Quote
| POIRX Fund | USD 16.01 0.17 1.07% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Polen International is trading at 16.01 as of the 24th of November 2024; that is 1.07 percent up since the beginning of the trading day. The fund's open price was 15.84. Polen International has about a 21 % 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. Equity ratings for Polen International Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
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. More on Polen International Growth
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Polen Mutual Fund Highlights
| Fund Concentration | Polen Capital Funds, Large Growth Funds, Foreign Large Growth Funds, Foreign Large Growth, Polen Capital, Large Growth, Foreign Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Polen International Growth [POIRX] is traded in USA and was established 24th of November 2024. Polen International is listed under Polen Capital category by Fama And French industry classification. The fund is listed under Foreign Large Growth category and is part of Polen Capital family. This fund at this time has accumulated 237.61 M in assets with no minimum investment requirementsPolen International is currently producing year-to-date (YTD) return of 2.86% with the current yeild of 0.0%, while the total return for the last 3 years was -5.3%.
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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 International 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 International Growth Mutual Fund Constituents
| ACN | Accenture plc | Stock | Information Technology | |
| AON | Aon PLC | Stock | Financials | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| EDU | New Oriental Education | Stock | Consumer Discretionary | |
| MDT | Medtronic PLC | Stock | Health Care | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| ICLR | ICON PLC | Stock | Health Care |
Polen International Risk Profiles
| Mean Deviation | 0.7115 | |||
| Standard Deviation | 0.8805 | |||
| Variance | 0.7753 | |||
| Risk Adjusted Performance | (0.04) |
Polen International Against Markets
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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