Polen Growth Fund Manager Performance Evaluation
| POLRX Fund | USD 48.43 0.20 0.41% |
The fund holds a Beta of 0.78, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Polen Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polen Growth is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Polen Growth Fund are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Polen Growth may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more1 | 7 billion fund manager chooses Amazon and other growth stocks - TheStreet | 09/20/2024 |
2 | Polen Focus Growth Portfolio Q3 2024 Commentary - Seeking Alpha | 11/13/2024 |
| Expense Ratio Date | 1st of September 2022 | |
| Expense Ratio | 1.2100 |
Polen |
Polen Growth Relative Risk vs. Return Landscape
If you would invest 4,398 in Polen Growth Fund on September 2, 2024 and sell it today you would earn a total of 445.00 from holding Polen Growth Fund or generate 10.12% return on investment over 90 days. Polen Growth Fund is currently producing 0.1541% returns and takes up 0.8326% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Polen, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Polen Growth Current Valuation
Fairly Valued
Today
Please note that Polen Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Polen Growth holds a recent Real Value of $48.76 per share. The prevailing price of the fund is $48.43. We determine the value of Polen Growth 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polen Mutual Fund. However, Polen Growth'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 48.43 | Real 48.76 | Hype 48.49 | Naive 48.2 |
The intrinsic value of Polen Growth'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 Growth'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 Growth Fund 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 Growth more accurately as focusing exclusively on Polen Growth's fundamentals will not take into account other important factors: Polen Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Polen Growth Fund, and traders can use it to determine the average amount a Polen Growth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1851
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | POLRX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Polen Growth is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Polen Growth by adding it to a well-diversified portfolio.
Polen Growth Fundamentals Growth
Polen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polen Growth, and Polen Growth 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.
| Price To Earning | 25.64 X | ||||
| Price To Book | 6.54 X | ||||
| Price To Sales | 4.06 X | ||||
| Total Asset | 249.07 M | ||||
About Polen Growth Performance
Evaluating Polen Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polen Growth 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 Growth 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 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. It is non-diversified.Things to note about Polen Growth performance evaluation
Checking the ongoing alerts about Polen Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polen Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Polen Focus Growth Portfolio Q3 2024 Commentary - Seeking Alpha | |
| The fund maintains 98.97% of its assets in stocks |
- Analyzing Polen Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Polen Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polen Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polen Growth's mutual fund. These opinions can provide insight into Polen Growth's potential for growth and whether the stock is currently undervalued or overvalued.
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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