Polen Small Pany Fund Fundamentals
| PBSIX Fund | USD 16.05 0.22 1.39% |
Polen Small Pany fundamentals help investors to digest information that contributes to Polen Us' 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 Us' 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 Us mutual fund.
Polen |
Polen Small Pany Mutual Fund Year To Date Return Analysis
Polen Us' 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% |
Current Polen Us Year To Date Return | 11.46 % |
Most of Polen Us' fundamental indicators, such as Year To Date Return, 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 Small Pany is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
Based on the company's disclosures, Polen Small Pany has a Year To Date Return of 11.4583%. This is much higher than that of the Polen Capital family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Polen Small Pany Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Polen Us's current stock value. Our valuation model uses many indicators to compare Polen Us value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Us competition to find correlations between indicators driving Polen Us's intrinsic value. More Info.Polen Small Pany is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 2.00 of One Year Return per Year To Date Return. 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 Us' earnings, one of the primary drivers of an investment's value.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 Us' 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 Us could also be used in its relative valuation, which is a method of valuing Polen Us by comparing valuation metrics of similar companies.Polen Small is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Polen Us
The fund consists of 97.62% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Polen Us' 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 | 68.69 M | ||||
| Year To Date Return | 11.46 % | ||||
| One Year Return | 22.89 % | ||||
| Three Year Return | (9.95) % | ||||
| Five Year Return | 6.84 % | ||||
| Net Asset | 78.31 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Cash Position Weight | 2.38 % | ||||
| Equity Positions Weight | 97.62 % |
About Polen Us Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Polen Small Pany's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Polen Us using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Polen Small Pany 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 typically invests in a focused portfolio of common stocks of small companies and, under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers that are small companies. The Adviser considers small companies for this purpose to be those companies that, at the time of purchase, are generally within the range of the market capitalizations of companies in the Russell 2000 Index and the SP SmallCap 600 Index. The fund is non-diversified.
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 Us 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 Us security.
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |