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POIRX Polen International Growth Investor Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

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 78%. For the same stocks of the MF, the average monthly volume growth was 212% and the average quarterly volume growth was 50%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 60
Price Growth Rating: 50
SMR Rating: 63
Profit Risk Rating: 60
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeGrowth

Profile
Fundamentals
Details
Category
Foreign Large Growth
Address
FundVantage Trust (Polen)301 BELLEVUE PARKWAYWILMINGTON
Phone
3027911906
Web
www.polencapital.com
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POIRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, POIRX has been closely correlated with CEUAX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if POIRX jumps, then CEUAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To POIRX
1D Price
Change %
POIRX100%
-0.50%
CEUAX - POIRX
87%
Closely correlated
-0.72%
FEPUX - POIRX
85%
Closely correlated
-0.75%
FUEPX - POIRX
85%
Closely correlated
-0.75%
AEPCX - POIRX
66%
Closely correlated
-0.74%
AEGFX - POIRX
66%
Closely correlated
-0.73%
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