Polen Small Pany Fund Return On Asset
| PBSIX Fund | USD 15.96 0.19 1.18% |
Polen Small Pany fundamentals help investors to digest information that contributes to Polen Small'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 Small'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 Small mutual fund.
Polen |
Polen Small Pany Mutual Fund Return On Asset Analysis
Polen Small's Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
| Competition |
Based on the latest financial disclosure, Polen Small Pany has a Return On Asset 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 Small 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 Return On Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Polen Small's direct or indirect competition against its Return On 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 Small could also be used in its relative valuation, which is a method of valuing Polen Small by comparing valuation metrics of similar companies.Polen Small is currently under evaluation in return on asset among similar funds.
Fund Asset Allocation for Polen Small
The fund consists of 97.62% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Polen Small'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 | 68.69 M | |||
| Year To Date Return | 13.12 % | |||
| One Year Return | 21.30 % | |||
| Three Year Return | (7.09) % | |||
| Five Year Return | 6.79 % | |||
| Net Asset | 78.31 M | |||
| Minimum Initial Investment | 100 K | |||
| Cash Position Weight | 2.38 % | |||
| Equity Positions Weight | 97.62 % |
About Polen Small 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 Small 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.
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 Small 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 Small security.
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |