Polen Global Growth Fund Manager Performance Evaluation
| PGIRX Fund | USD 27.19 0.05 0.18% |
The fund holds a Beta of 0.0818, which implies not very significant fluctuations relative to the market. As returns on the market increase, Polen Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polen Global is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Polen Global Growth are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Polen Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Polen Global Growth Portfolio Q3 2024 Commentary - Seeking Alpha | 11/13/2024 |
| Expense Ratio Date | 1st of September 2022 | |
| Expense Ratio | 1.2300 |
Polen |
Polen Global Relative Risk vs. Return Landscape
If you would invest 2,606 in Polen Global Growth on September 12, 2024 and sell it today you would earn a total of 113.00 from holding Polen Global Growth or generate 4.34% return on investment over 90 days. Polen Global Growth is currently producing 0.0705% returns and takes up 0.7926% volatility of returns over 90 trading days. Put another way, 7% 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 Global Current Valuation
Fairly Valued
Today
Please note that Polen Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Polen Global Growth holds a recent Real Value of $27.05 per share. The prevailing price of the fund is $27.19. We determine the value of Polen Global 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Polen Mutual Fund. However, Polen Global'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 27.19 | Real 27.05 | Hype 27.2 | Naive 26.89 |
The intrinsic value of Polen Global'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 Global'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 Global Growth 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 Global more accurately as focusing exclusively on Polen Global's fundamentals will not take into account other important factors: Polen Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Polen Global Growth, and traders can use it to determine the average amount a Polen Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0889
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| Cash | PGIRX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Polen Global is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Polen Global by adding it to a well-diversified portfolio.
Polen Global Fundamentals Growth
Polen Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Polen Global, and Polen Global 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 | 26.26 X | |||
| Price To Book | 6.47 X | |||
| Price To Sales | 4.22 X | |||
| Total Asset | 22.24 M | |||
About Polen Global Performance
Evaluating Polen Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Polen Global 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 Global 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 approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets. It will invest in at least three different countries and will typically invest at least 40 percent of its net assets in non-U.S. equity securities, or, if conditions are not favorable, invest at least 30 percent of its assets in non-U.S. equity securities. The fund is non-diversified.Things to note about Polen Global Growth performance evaluation
Checking the ongoing alerts about Polen Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Polen Global Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Polen Global Growth Portfolio Q3 2024 Commentary - Seeking Alpha | |
| The fund maintains 96.25% of its assets in stocks |
- Analyzing Polen Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Polen Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Polen Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Polen Global's mutual fund. These opinions can provide insight into Polen Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Polen Mutual Fund
Polen Global 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 Global security.
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