Polen Bank Loan Fund Equity Positions Weight
| PBKIX Fund | USD 10.11 0.01 0.1% |
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 Equity Positions Weight Analysis
Polen Bank's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Polen Bank Loan has an Equity Positions Weight 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 Bank Loan (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 Equity Positions Weight 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 Equity Positions Weight 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 equity positions weight 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.
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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.
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