Polen International Minimum Initial Investment vs. Year To Date Return
| POIIX Fund | USD 16.41 0.02 0.12% |
For Polen International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Polen International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Polen International Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Polen International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Polen International Growth over time as well as its relative position and ranking within its peers.
Polen |
Polen International Year To Date Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Polen International's current stock value. Our valuation model uses many indicators to compare Polen International value to that of its competitors to determine the firm's financial worth. Polen International Growth is rated top fund in minimum initial investment among similar funds. It also is rated top fund in year to date return among similar funds . The ratio of Minimum Initial Investment to Year To Date Return for Polen International Growth is about 32,560 . 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 International's earnings, one of the primary drivers of an investment's value.Polen Year To Date Return vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Polen International |
| = | 100 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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.
Polen International |
| = | 3.07 % |
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.
Polen Year To Date Return Comparison
Polen International is currently under evaluation in year to date return among similar funds.
Polen International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Polen International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Polen International will eventually generate negative long term returns. The profitability progress is the general direction of Polen International's change in net profit over the period of time. It can combine multiple indicators of Polen International, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund typically invests in a focused portfolio of approximately 25 to 35 common stocks of large capitalization companies , including companies in both developed and emerging markets, that, in the Advisers opinion, have a sustainable competitive advantage. It invests primarily in non-U.S. equity securities. The fund is non-diversified.
Polen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Polen International. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Polen International position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Polen International's important profitability drivers and their relationship over time.
Use Polen International in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Polen International position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Polen International will appreciate offsetting losses from the drop in the long position's value.Polen International Pair Trading
Polen International Growth Pair Trading Analysis
The ability to find closely correlated positions to Polen International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Polen International when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Polen International - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Polen International Growth to buy it.
The correlation of Polen International is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Polen International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Polen International moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Polen International can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Polen International position
In addition to having Polen International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Size And Style ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Polen Mutual Fund
To fully project Polen International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Polen International at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Polen International's income statement, its balance sheet, and the statement of cash flows.
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