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POLRX
Mutual Fund ticker: NASDAQ
AS OF
Apr 23 closing price
Price
$40.44
Change
+$0.67 (+1.68%)
Net Assets
5.38B

POLRX Polen Growth Investor Forecast, Technical & Fundamental Analysis

The investment seeks to achieve long-term growth of capital... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

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 Investor MF is 904.04B. 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 Investor MF was 6%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was 70%

Fundamental Analysis Ratings

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

Valuation Rating: 59
P/E Growth Rating: 55
Price Growth Rating: 50
SMR Rating: 33
Profit Risk Rating: 34
Seasonality Score: -19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

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

Correlation & Price change

A.I.dvisor indicates that over the last year, POLRX has been closely correlated with VIGRX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if POLRX jumps, then VIGRX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To POLRX
1D Price
Change %
POLRX100%
N/A
VIGRX - POLRX
89%
Closely correlated
N/A
VIGIX - POLRX
89%
Closely correlated
N/A
VIGAX - POLRX
89%
Closely correlated
N/A
FAFGX - POLRX
86%
Closely correlated
N/A
GAFFX - POLRX
86%
Closely correlated
N/A
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