PGIIX Polen Global Growth Institutional Forecast, Technical & Fundamental Analysis

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), Abbott Laboratories (NYSE:ABT), Adobe (NASDAQ:ADBE), Workday (NASDAQ:WDAY).

The investment seeks to achieve long-term growth of capital. The fund typically invests in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase) that are located anywhere in the world, including companies in both developed and emerging markets. It will invest in at least three different countries and will typically invest at least 40% of its net assets in non-U.S. equity securities, or, if conditions are not favorable, invest at least 30% of its assets in non-U.S. equity securities. The fund is non-diversified.

The average market capitalization across the Polen Global Growth Institutional MF is 1.18T. The market cap for tickers in the group ranges from 12.48B to 3.8T. MSFT holds the highest valuation in this group at 3.8T. The lowest valued company is ICLR at 12.48B.

The average weekly volume growth across all stocks in the Polen Global Growth Institutional MF was -7%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was -26%