The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Mastercard (NYSE:MA), Adobe (NASDAQ:ADBE), Workday (NASDAQ:WDAY).
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.
The average market capitalization across the Polen Global Growth Investor MF is 553.38B. The market cap for tickers in the group ranges from 22.18B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is ICLR at 22.18B.
The average weekly volume growth across all stocks in the Polen Global Growth Investor MF was 123%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -8%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 78
P/E Growth Rating: 44
Price Growth Rating: 36
SMR Rating: 44
Profit Risk Rating: 31
Seasonality Score: 16 (-100 ... +100)