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PGIIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
498.63M

PGIIX Polen Global Growth Institutional Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Mastercard (NYSE:MA), Adobe (NASDAQ:ADBE), Abbott Laboratories (NYSE:ABT), Workday (NASDAQ:WDAY).

Industry description

The investment seeks to achieve long-term growth of capital. The fund typically invests in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase) 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% of its net assets in non-U.S. equity securities, or, if conditions are not favorable, invest at least 30% of its assets in non-U.S. equity securities. The fund is non-diversified.

Market Cap

The average market capitalization across the Polen Global Growth Institutional MF is 599.79B. The market cap for tickers in the group ranges from 25.92B to 3.05T. MSFT holds the highest valuation in this group at 3.05T. The lowest valued company is ICLR at 25.92B.

Volume

The average weekly volume growth across all stocks in the Polen Global Growth Institutional MF was -9%. For the same stocks of the MF, the average monthly volume growth was -1% and the average quarterly volume growth was 21%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 76
P/E Growth Rating: 44
Price Growth Rating: 35
SMR Rating: 44
Profit Risk Rating: 30
Seasonality Score: -67 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Global Large-Stock Growth
Address
FundVantage Trust (Polen)301 BELLEVUE PARKWAYWILMINGTON
Phone
3027911906
Web
www.polencapital.com
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PGIIX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PGIIX has been closely correlated with RNPFX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if PGIIX jumps, then RNPFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PGIIX
1D Price
Change %
PGIIX100%
N/A
RNPFX - PGIIX
90%
Closely correlated
-0.08%
RNPCX - PGIIX
90%
Closely correlated
-0.10%
NPFFX - PGIIX
60%
Loosely correlated
-0.10%
RNPEX - PGIIX
60%
Loosely correlated
-0.10%
NPFCX - PGIIX
60%
Loosely correlated
-0.09%
More