Polen International Growth Fund Manager Performance Evaluation
| POIIX Fund | USD 14.82 0.04 0.27% |
The fund holds a Beta of 1.1, which implies a somewhat significant risk relative to the market. Polen International returns are very sensitive to returns on the market. As the market goes up or down, Polen International is expected to follow.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Polen International Growth are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Polen International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of September 2025 | |
| Expense Ratio | 1.0800 |
Polen |
Polen International Relative Risk vs. Return Landscape
If you would invest 1,463 in Polen International Growth on November 20, 2025 and sell it today you would earn a total of 19.00 from holding Polen International Growth or generate 1.3% return on investment over 90 days. Polen International Growth is currently producing 0.0291% returns and takes up 1.2088% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Polen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Polen International Current Valuation
Fairly Valued
Today
Please note that Polen International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Polen International holds a recent Real Value of $14.98 per share. The prevailing price of the fund is $14.82. We determine the value of Polen International from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Polen International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polen Mutual Fund. However, Polen International's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 14.82 | Real 14.98 | Hype 14.82 |
The intrinsic value of Polen International's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Polen International's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Polen International Growth helps investors to forecast how Polen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Polen International more accurately as focusing exclusively on Polen International's fundamentals will not take into account other important factors: Polen International Target Price Odds to finish over Current Price
The tendency of Polen Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.82 | 90 days | 14.82 | over 95.14 |
Based on a normal probability distribution, the odds of Polen International to move above the current price in 90 days from now is over 95.14 (This Polen International Growth probability density function shows the probability of Polen Mutual Fund to fall within a particular range of prices over 90 days) .
Polen International Price Density |
| Price |
Predictive Modules for Polen International
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Polen International. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Polen International Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Polen International is not an exception. The market had few large corrections towards the Polen International's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Polen International Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Polen International within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.13 | |
β | Beta against Dow Jones | 1.10 | |
σ | Overall volatility | 0.41 | |
Ir | Information ratio | -0.1 |
Polen International Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Polen International for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Polen International can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund generated five year return of -4.0% | |
| Polen International maintains 97.64% of its assets in stocks |
Polen International Fundamentals Growth
Polen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polen International, and Polen International fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Polen Mutual Fund performance.
| Total Asset | 101.12 M | ||||
About Polen International Performance
Evaluating Polen International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polen International has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Polen International has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Polen International performance evaluation
Checking the ongoing alerts about Polen International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polen International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -4.0% | |
| Polen International maintains 97.64% of its assets in stocks |
- Analyzing Polen International's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Polen International's stock is overvalued or undervalued compared to its peers.
- Examining Polen International's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Polen International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polen International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polen International's mutual fund. These opinions can provide insight into Polen International's potential for growth and whether the stock is currently undervalued or overvalued.
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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