Polen Growth Fund Manager Performance Evaluation
| POLIX Fund | USD 31.86 0.28 0.89% |
The fund holds a Beta of 0.8, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Polen Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polen Growth is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Polen Growth Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in March 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more1 | From Skepticism to Savings Suburban Pension Consolidation Helps Ease Burden for Illinois Taxpayers - WTTW | 12/10/2025 |
2 | Spending rule changed for South Yorkshire Police after 65m error - BBC | 01/13/2026 |
| Expense Ratio Date | 1st of September 2025 | |
| Expense Ratio | 0.9700 |
Polen |
Polen Growth Relative Risk vs. Return Landscape
If you would invest 3,627 in Polen Growth Fund on November 10, 2025 and sell it today you would lose (441.00) from holding Polen Growth Fund or give up 12.16% of portfolio value over 90 days. Polen Growth Fund is currently producing negative expected returns and takes up 1.0101% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Polen, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Polen Growth Current Valuation
Fairly Valued
Today
Please note that Polen Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Polen Growth holds a recent Real Value of $32.38 per share. The prevailing price of the fund is $31.86. We determine the value of Polen Growth from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Polen Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polen Mutual Fund. However, Polen Growth's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 31.86 | Real 32.38 | Hype 31.78 |
The intrinsic value of Polen Growth's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Polen Growth's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Polen Growth Fund helps investors to forecast how Polen mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Polen Growth more accurately as focusing exclusively on Polen Growth's fundamentals will not take into account other important factors: Polen Growth Target Price Odds to finish over Current Price
The tendency of Polen Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 31.86 | 90 days | 31.86 | close to 99 |
Based on a normal probability distribution, the odds of Polen Growth to move above the current price in 90 days from now is close to 99 (This Polen Growth Fund probability density function shows the probability of Polen Mutual Fund to fall within a particular range of prices over 90 days) .
Polen Growth Price Density |
| Price |
Predictive Modules for Polen Growth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Polen Growth. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Polen Growth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Polen Growth is not an exception. The market had few large corrections towards the Polen Growth's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Polen Growth Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Polen Growth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.3 | |
β | Beta against Dow Jones | 0.80 | |
σ | Overall volatility | 1.10 | |
Ir | Information ratio | -0.3 |
Polen Growth Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Polen Growth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Polen Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Polen Growth generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Spending rule changed for South Yorkshire Police after 65m error - BBC | |
| The fund maintains 97.86% of its assets in stocks |
Polen Growth Fundamentals Growth
Polen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polen Growth, and Polen Growth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Polen Mutual Fund performance.
| Price To Earning | 25.64 X | ||||
| Price To Book | 6.54 X | ||||
| Price To Sales | 4.06 X | ||||
| Total Asset | 3.85 B | ||||
About Polen Growth Performance
Evaluating Polen Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polen Growth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Polen Growth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund typically invests in a focused portfolio of common stocks of large capitalization companies that, in the Advisers opinion, have a sustainable competitive advantage. Although it may not concentrate in any industry, the fund may focus its investments from time to time in one or more sectors of the economy or stock market. It is non-diversified.Things to note about Polen Growth performance evaluation
Checking the ongoing alerts about Polen Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polen Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Polen Growth generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Spending rule changed for South Yorkshire Police after 65m error - BBC | |
| The fund maintains 97.86% of its assets in stocks |
- Analyzing Polen Growth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Polen Growth's stock is overvalued or undervalued compared to its peers.
- Examining Polen Growth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Polen Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polen Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polen Growth's mutual fund. These opinions can provide insight into Polen Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Polen Mutual Fund
Polen Growth 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 Growth security.
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