Polen Bank Loan Fund Fundamentals
| PBKIX Fund | USD 9.94 0.01 0.10% |
Polen Bank Loan fundamentals help investors to digest information that contributes to Polen Bank'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 Bank'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 Bank mutual fund.
Polen |
Polen Bank Loan Mutual Fund Net Asset Analysis
Polen Bank's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Polen Bank Net Asset | 5.12 M |
Most of Polen Bank's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Polen Bank Loan is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Polen Bank Loan has a Net Asset of 5.12 M. This is much higher than that of the Polen Capital family and significantly higher than that of the Bank Loan category. The net asset for all United States funds is notably lower than that of the firm.
Polen Bank Loan Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Polen Bank's current stock value. Our valuation model uses many indicators to compare Polen Bank value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Bank competition to find correlations between indicators driving Polen Bank's intrinsic value. More Info.Polen Bank Loan is rated top fund in net asset among similar funds. It also is rated top fund in minimum initial investment among similar funds making about 0.02 of Minimum Initial Investment per Net Asset. The ratio of Net Asset to Minimum Initial Investment for Polen Bank Loan is roughly 51.20 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Polen Bank's earnings, one of the primary drivers of an investment's value.Polen Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Polen Bank's direct or indirect competition against its Net Asset 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 Bank could also be used in its relative valuation, which is a method of valuing Polen Bank by comparing valuation metrics of similar companies.Polen Bank is currently under evaluation in net asset among similar funds.
Polen Fundamentals
| Total Asset | 5.12 M | ||||
| Net Asset | 5.12 M | ||||
| Minimum Initial Investment | 100 K |
About Polen Bank Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Polen Bank Loan's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Polen Bank using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Polen Bank Loan 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.The fund pursues its investment objective by seeking to outperform the broader bank loan market over a complete credit cycle. The credit cycle is a cyclical event that generally occurs over a several year timeframe as access to credit increases or decreases for borrowers. The Adviser intends to manage a relatively concentrated portfolio typically comprising between 60-90 issuers and 80-100 issues.
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.Other Information on Investing in Polen Mutual Fund
Polen Bank 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 Bank security.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |