Notable companies
The most notable companies in this group are Medtronic plc (NYSE:MDT), Shopify (NYSE:SHOP).
Industry description
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.
Market Cap
The average market capitalization across the Polen International Growth Investor MF is 114.85B. The market cap for tickers in the group ranges from 10.4M to 380.18B. ASML holds the highest valuation in this group at 380.18B. The lowest valued company is SGE at 10.4M.
Volume
The average weekly volume growth across all stocks in the Polen International Growth Investor MF was -3%. For the same stocks of the MF, the average monthly volume growth was 15% and the average quarterly volume growth was 45%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 59
Price Growth Rating: 48
SMR Rating: 64
Profit Risk Rating: 58
Seasonality Score: -35 (-100 ... +100)