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PGVFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$32.20
Change
-$0.24 (-0.74%)
Net Assets
424.47M

PGVFX Polaris Global Value Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), SLM Corp (NASDAQ:SLM).

Industry description

The investment seeks capital appreciation. Using a value-oriented approach, the fund invests primarily in the common stock (including American Depositary Receipts ("ADRs")) 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. The fund may also invest in publicly traded master limited partnerships ("MLPs").

Market Cap

The average market capitalization across the Polaris Global Value MF is 538.39B. The market cap for tickers in the group ranges from 4.8B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is SLM at 4.8B.

Volume

The average weekly volume growth across all stocks in the Polaris Global Value MF was 10%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 5%

Fundamental Analysis Ratings

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

Valuation Rating: 64
P/E Growth Rating: 42
Price Growth Rating: 44
SMR Rating: 19
Profit Risk Rating: 29
Seasonality Score: -2 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Forum Funds (Polaris)P.O. Box 588Portland
Phone
888-263-5594
Web
www.polariscapital.com
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PGVFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PGVFX has been closely correlated with DODWX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if PGVFX jumps, then DODWX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PGVFX
1D Price
Change %
PGVFX100%
-0.74%
DODWX - PGVFX
88%
Closely correlated
-0.74%
DGEFX - PGVFX
86%
Closely correlated
-0.31%
DOXWX - PGVFX
85%
Closely correlated
-0.74%
PRGEX - PGVFX
81%
Closely correlated
N/A
BIBDX - PGVFX
80%
Closely correlated
-0.65%
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