Polaris Global Value Fund Quote
| PGVFX Fund | USD 32.65 0.16 0.49% |
PerformanceOK
| Odds Of DistressLow
|
Polaris Global is trading at 32.65 as of the 21st of March 2025; that is 0.49 percent decrease since the beginning of the trading day. The fund's open price was 32.81. Polaris Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Using a value-oriented approach, the fund invests primarily in the common stock of companies of any size, both domestic and international, including emerging, developing or frontier markets. The Adviser generally views emerging or developing markets as those that are not included in the MSCI World Index. More on Polaris Global Value
Moving together with Polaris Mutual Fund
| 0.74 | TEDRX | Franklin Mutual Global | PairCorr |
| 0.76 | FMDRX | Franklin Mutual Global | PairCorr |
| 0.69 | DOXWX | Dodge Cox Global | PairCorr |
| 0.68 | DODWX | Dodge Global Stock | PairCorr |
| 0.93 | TRZRX | T Rowe Price | PairCorr |
Moving against Polaris Mutual Fund
Polaris Mutual Fund Highlights
| Fund Concentration | Polaris Funds, Large Funds, World Large-Stock Value Funds, World Large-Stock Value, Polaris Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Polaris Global Value [PGVFX] is traded in USA and was established 21st of March 2025. Polaris Global is listed under Polaris Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Polaris Funds family. This fund at this time has accumulated 399.12 M in assets with minimum initial investment of 2.5 K. Polaris Global Value is currently producing year-to-date (YTD) return of 3.88% with the current yeild of 0.02%, while the total return for the last 3 years was 6.27%.
Check Polaris 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 Polaris 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 Polaris 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 Polaris Global Value 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 Polaris Global Value Mutual Fund Constituents
| SVYSF | Solvay SA | Pink Sheet | Chemicals | |
| DNB | Dun Bradstreet Holdings | Stock | Industrials | |
| RGC | Regencell Bioscience Holdings | Stock | Health Care | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| TSN | Tyson Foods | Stock | Consumer Staples | |
| LB | LandBridge Company LLC | Stock | Real Estate | |
| BPOP | Popular | Stock | Financials |
Polaris Global Value Risk Profiles
| Mean Deviation | 0.5703 | |||
| Semi Deviation | 0.731 | |||
| Standard Deviation | 0.7477 | |||
| Variance | 0.5591 |
Polaris Global Against Markets
Other Information on Investing in Polaris Mutual Fund
Polaris Global financial ratios help investors to determine whether Polaris 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 Polaris with respect to the benefits of owning Polaris Global security.
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