Polen Global Growth Fund Quote
| PGIRX Fund | USD 27.49 0.09 0.33% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Polen Global is trading at 27.49 as of the 1st of December 2024; that is 0.33 percent up since the beginning of the trading day. The fund's open price was 27.4. Polen Global has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Polen Global Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
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. More on Polen Global Growth
Moving together with Polen Mutual Fund
| 1.0 | PGIIX | Polen Global Growth | PairCorr |
| 0.97 | POLIX | Polen Growth | PairCorr |
| 0.97 | POLRX | Polen Growth | PairCorr |
| 0.73 | DDJRX | Ddj Opportunistic High | PairCorr |
Moving against Polen Mutual Fund
Polen Mutual Fund Highlights
| Fund Concentration | Polen Capital Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Polen Capital, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Polen Global Growth [PGIRX] is traded in USA and was established 1st of December 2024. Polen Global is listed under Polen Capital category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Polen Capital family. This fund at this time has accumulated 464.22 M in assets with no minimum investment requirementsPolen Global Growth is currently producing year-to-date (YTD) return of 13.11%, while the total return for the last 3 years was 0.78%.
Check Polen Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Polen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Polen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Polen Global Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Polen Global Growth Mutual Fund Constituents
| ORLY | OReilly Automotive | Stock | Consumer Discretionary | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| MA | Mastercard | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods | |
| MSFT | Microsoft | Stock | Information Technology |
Polen Global Growth Risk Profiles
| Mean Deviation | 0.6037 | |||
| Semi Deviation | 0.7004 | |||
| Standard Deviation | 0.7745 | |||
| Variance | 0.5999 |
Polen Global Against Markets
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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