Polen International Small Fund Year To Date Return
| PBIRXDelisted Fund | USD 10.16 0.00 0.00% |
Polen International Small fundamentals help investors to digest information that contributes to Polen International's financial success or failures. It also enables traders to predict the movement of Polen Mutual Fund. The fundamental analysis module provides a way to measure Polen International's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Polen International mutual fund.
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Polen International Small Mutual Fund Year To Date Return Analysis
Polen International's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionBased on the company's disclosures, Polen International Small has a Year To Date Return of 0.0%. This indicator is about the same for the Polen Capital average (which is currently at 0.0) family and about the same as Foreign Small/Mid Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Polen Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Polen International's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Polen International could also be used in its relative valuation, which is a method of valuing Polen International by comparing valuation metrics of similar companies.Polen International is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Polen International
The fund consists of 97.65% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Polen International's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Polen Fundamentals
| Total Asset | 20.74 M | |||
| One Year Return | 11.96 % | |||
| Net Asset | 20.74 M | |||
| Cash Position Weight | 2.36 % | |||
| Equity Positions Weight | 97.65 % |
About Polen International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Polen International Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Polen International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Polen International Small based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
Other Consideration for investing in Polen Mutual Fund
If you are still planning to invest in Polen International Small check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Polen International's history and understand the potential risks before investing.
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