Polen Small Pany Fund Buy Hold or Sell Recommendation

PBSIX Fund  USD 16.33  0.15  0.93%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Polen Small Pany is 'Strong Buy'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Polen Small Pany given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Polen Small Pany, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Polen Us Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Polen and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Polen Small Pany. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Execute Polen Us Buy or Sell Advice

The Polen recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Polen Small Pany. Macroaxis does not own or have any residual interests in Polen Small Pany or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Polen Us' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Polen UsBuy Polen Us
Strong Buy

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Polen Small Pany has a Risk Adjusted Performance of 0.1604, Jensen Alpha of 0.0614, Total Risk Alpha of 0.0224, Sortino Ratio of 0.1029 and Treynor Ratio of 0.1823
Our trade recommendations tool can cross-verify current analyst consensus on Polen Small Pany and to analyze the entity potential to grow in the current economic cycle. Please employ Polen Us number of employees and net asset to make buy, hold, or sell decision on Polen Small Pany.

Polen Us Trading Alerts and Improvement Suggestions

The fund generated three year return of -9.0%
Polen Small Pany maintains 97.62% of its assets in stocks

Polen Us Returns Distribution Density

The distribution of Polen Us' historical returns is an attempt to chart the uncertainty of Polen Us' future price movements. The chart of the probability distribution of Polen Us daily returns describes the distribution of returns around its average expected value. We use Polen Small Pany price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Polen Us returns is essential to provide solid investment advice for Polen Us.
Mean Return
0.25
Value At Risk
-1.3
Potential Upside
2.20
Standard Deviation
1.20
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Polen Us historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Polen Us Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Polen Us or Polen Capital sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Polen Us' price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Polen fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
0.06
β
Beta against Dow Jones1.34
σ
Overall volatility
1.17
Ir
Information ratio 0.09

Polen Us Volatility Alert

Polen Small Pany has relatively low volatility with skewness of 1.02 and kurtosis of 3.34. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Polen Us' mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Polen Us' mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Polen Us Fundamentals Vs Peers

Comparing Polen Us' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Polen Us' direct or indirect competition across all of the common fundamentals between Polen Us and the related equities. This way, we can detect undervalued stocks with similar characteristics as Polen Us or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Polen Us' fundamental indicators could also be used in its relative valuation, which is a method of valuing Polen Us by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Polen Us to competition
FundamentalsPolen UsPeer Average
Year To Date Return12.50 %0.39 %
One Year Return23.57 %4.15 %
Three Year Return(8.83) %3.60 %
Five Year Return6.59 %3.24 %
Net Asset78.31 M4.11 B
Minimum Initial Investment100 K976.16 K
Cash Position Weight2.38 %10.61 %
Equity Positions Weight97.62 %63.90 %

Polen Us Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Polen . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Polen Us Buy or Sell Advice

When is the right time to buy or sell Polen Small Pany? Buying financial instruments such as Polen Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Polen Us 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?

Run Banks Thematic Idea Now

Banks
Banks Theme
Large and small money and credit banks and credit services. The Banks theme has 37 constituents at this time.
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 Banks Theme or any other thematic opportunities.
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Polen Us 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 Us security.
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