POIIX Polen International Growth Institutional Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Shopify Inc (NASDAQ:SHOP), Spotify Technology SA (NYSE:SPOT), Suncor Energy (NYSE:SU).

The investment seeks to achieve long-term growth of capital. The fund typically invests in a focused portfolio of approximately 25 to 35 common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase), including companies in both developed and emerging markets, that, in the Adviser's opinion, have a sustainable competitive advantage. It invests primarily in non-U.S. equity securities. The fund is non-diversified.

The average market capitalization across the Polen International Growth Institutional MF is 161.95B. The market cap for tickers in the group ranges from 98.38M to 699.78B. ASML holds the highest valuation in this group at 699.78B. The lowest valued company is ASM at 98.38M.

The average weekly volume growth across all stocks in the Polen International Growth Institutional MF was -17%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was -66%