Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Mastercard (NYSE:MA), Salesforce (NYSE:CRM), Netflix (NASDAQ:NFLX), Abbott Laboratories (NYSE:ABT), SERVICENOW (NYSE:NOW).
Industry description
The investment seeks to achieve long-term growth of capital.
The fund typically invests in a focused portfolio of common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase) that, in the Adviser's opinion, have a sustainable competitive advantage. Although it may not "concentrate" (invest 25% or more of its net assets) in any industry, the fund may focus its investments from time to time in one or more sectors of the economy or stock market. It is non-diversified.
Market Cap
The average market capitalization across the Polen Growth Institutional MF is 901.45B. The market cap for tickers in the group ranges from 104.2B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ABNB at 104.2B.
Volume
The average weekly volume growth across all stocks in the Polen Growth Institutional MF was 95%. For the same stocks of the MF, the average monthly volume growth was 135% and the average quarterly volume growth was 188%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 58
P/E Growth Rating: 62
Price Growth Rating: 58
SMR Rating: 33
Profit Risk Rating: 35
Seasonality Score: -7 (-100 ... +100)