Polen Growth is trading at 49.91 as of the 26th of November 2024; that is 0.71 percent up since the beginning of the trading day. The fund's open price was 49.56. Polen Growth has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Polen Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
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. Although it may not concentrate in any industry, the fund may focus its investments from time to time in one or more sectors of the economy or stock market. More on Polen Growth Fund
Polen Growth Fund [POLIX] is traded in USA and was established 26th of November 2024. Polen Growth is listed under Polen Capital category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Polen Capital family. This fund at this time has accumulated 7.56 B in assets with minimum initial investment of 100 K. Polen Growth is currently producing year-to-date (YTD) return of 16.91%, while the total return for the last 3 years was -0.11%.
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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 Growth Fund 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.
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.