Polen Smid Financials
| PBMIX Fund | USD 8.79 0.05 0.57% |
Polen |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Polen Smid Fund Summary
Polen Smid competes with Oklahoma Municipal, Old Westbury, Pace Municipal, Ab Impact, and Baird Strategic. The fund typically invests in a focused portfolio of common stocks of small and mid-cap companies and, under normal circumstances, it invests at least 80 percent of its net assets in securities of U.S. issuers that are small or mid-cap companies. The Adviser considers small and mid-cap companies for this purpose to be those companies that, at the time of purchase, are within the range of the market capitalizations of companies in the Russell 2500 Growth Index. It is non-diversified.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fundvantage Trust |
| Mutual Fund Family | Polen Capital |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 888 678 6024 |
| Currency | USD - US Dollar |
Polen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Polen Smid's current stock value. Our valuation model uses many indicators to compare Polen Smid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Smid competition to find correlations between indicators driving Polen Smid's intrinsic value. More Info.Polen Smid is rated top fund in net asset among similar funds. It also is rated top fund in minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Polen Smid is about 217.46 . 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 Smid's earnings, one of the primary drivers of an investment's value.Polen Smid Systematic Risk
Polen Smid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Polen Smid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Polen Smid correlated with the market. If Beta is less than 0 Polen Smid generally moves in the opposite direction as compared to the market. If Polen Smid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Polen Smid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Polen Smid is generally in the same direction as the market. If Beta > 1 Polen Smid moves generally in the same direction as, but more than the movement of the benchmark.
Polen Smid December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Polen Smid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Polen Smid. We use our internally-developed statistical techniques to arrive at the intrinsic value of Polen Smid based on widely used predictive technical indicators. In general, we focus on analyzing Polen Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Polen Smid's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.08 | |||
| Information Ratio | 0.1029 | |||
| Maximum Drawdown | 5.5 | |||
| Value At Risk | (1.65) | |||
| Potential Upside | 2.38 |
Other Information on Investing in Polen Mutual Fund
Polen Smid 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 Smid security.
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