Polen Growth Fund Key Fundamental Indicators
| POLIX Fund | USD 33.75 0.31 0.91% |
As of the 1st of February, Polen Growth holds the Variance of 0.8393, risk adjusted performance of (0.11), and Coefficient Of Variation of (645.23). Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Polen Growth, as well as the relationship between them.
Polen Growth's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Polen Growth's valuation are provided below:Polen Growth Fund does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Polen |
Polen Growth 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Polen Growth's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Polen Growth.
| 11/03/2025 |
| 02/01/2026 |
If you would invest 0.00 in Polen Growth on November 3, 2025 and sell it all today you would earn a total of 0.00 from holding Polen Growth Fund or generate 0.0% return on investment in Polen Growth over 90 days. Polen Growth is related to or competes with Polen Growth, John Hancock, John Hancock, Calvert Equity, Calvert Equity, Calvert Equity, and Principal Capital. The fund typically invests in a focused portfolio of common stocks of large capitalization companies that, in the Advise... More
Polen Growth Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Polen Growth's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Polen Growth Fund upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 4.14 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 1.22 |
Polen Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Polen Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Polen Growth's standard deviation. In reality, there are many statistical measures that can use Polen Growth historical prices to predict the future Polen Growth's volatility.| Risk Adjusted Performance | (0.11) | |||
| Jensen Alpha | (0.18) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | (0.19) |
Polen Growth February 1, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Overlap Studies | ||
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| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.11) | |||
| Market Risk Adjusted Performance | (0.18) | |||
| Mean Deviation | 0.7236 | |||
| Coefficient Of Variation | (645.23) | |||
| Standard Deviation | 0.9162 | |||
| Variance | 0.8393 | |||
| Information Ratio | (0.20) | |||
| Jensen Alpha | (0.18) | |||
| Total Risk Alpha | (0.20) | |||
| Treynor Ratio | (0.19) | |||
| Maximum Drawdown | 4.14 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 1.22 | |||
| Skewness | (0.37) | |||
| Kurtosis | (0.19) |
Polen Growth Backtested Returns
Polen Growth maintains Sharpe Ratio (i.e., Efficiency) of -0.16, which implies the entity had a -0.16 % return per unit of risk over the last 3 months. Polen Growth exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Polen Growth's Variance of 0.8393, risk adjusted performance of (0.11), and Coefficient Of Variation of (645.23) to confirm the risk estimate we provide. The fund holds a Beta of 0.79, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Polen Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Polen Growth is expected to be smaller as well.
Auto-correlation | -0.16 |
Insignificant reverse predictability
Polen Growth Fund has insignificant reverse predictability. Overlapping area represents the amount of predictability between Polen Growth time series from 3rd of November 2025 to 18th of December 2025 and 18th of December 2025 to 1st of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Polen Growth price movement. The serial correlation of -0.16 indicates that over 16.0% of current Polen Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.16 | |
| Spearman Rank Test | -0.25 | |
| Residual Average | 0.0 | |
| Price Variance | 0.65 |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
| Competition |
Based on the latest financial disclosure, Polen Growth Fund has a Price To Earning of 25.64 times. This is much higher than that of the Polen Capital family and significantly higher than that of the Large Growth category. The price to earning for all United States funds is notably lower than that of the firm.
Polen Growth Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Polen Growth's current stock value. Our valuation model uses many indicators to compare Polen Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Growth competition to find correlations between indicators driving Polen Growth's intrinsic value. More Info.Polen Growth Fund is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.26 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Polen Growth Fund is roughly 3.92 . 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 Growth's earnings, one of the primary drivers of an investment's value.Polen Price To Earning Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Polen Growth's direct or indirect competition against its Price To Earning to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Polen Growth could also be used in its relative valuation, which is a method of valuing Polen Growth by comparing valuation metrics of similar companies.Polen Growth is currently under evaluation in price to earning among similar funds.
Polen Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Polen Growth's current stock value. Our valuation model uses many indicators to compare Polen Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Polen Growth competition to find correlations between indicators driving Polen Growth's intrinsic value. More Info.Polen Growth Fund is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.26 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Polen Growth Fund is roughly 3.92 . 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 Growth's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Polen Growth
The fund consists of 97.86% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Polen Growth's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Polen Fundamentals
| Price To Earning | 25.64 X | ||||
| Price To Book | 6.54 X | ||||
| Price To Sales | 4.06 X | ||||
| Total Asset | 3.85 B | ||||
| Year To Date Return | 0.36 % | ||||
| One Year Return | (3.01) % | ||||
| Three Year Return | 13.38 % | ||||
| Five Year Return | 5.00 % | ||||
| Net Asset | 4 B | ||||
| Minimum Initial Investment | 100 K | ||||
| Cash Position Weight | 2.14 % | ||||
| Equity Positions Weight | 97.86 % |
About Polen Growth Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Polen Growth Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Polen Growth using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Polen Growth Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund typically invests in a focused portfolio of common stocks of large capitalization companies that, in the Advisers opinion, have a sustainable competitive advantage. Although it may not concentrate in any industry, the fund may focus its investments from time to time in one or more sectors of the economy or stock market. It is non-diversified.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Polen Mutual Fund
Polen Growth 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 Growth security.
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