POLIX Polen 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), Netflix (NASDAQ:NFLX), Salesforce (NYSE:CRM), Abbott Laboratories (NYSE:ABT), SERVICENOW (NYSE:NOW).

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.

The average market capitalization across the Polen Growth Institutional MF is 1.22T. The market cap for tickers in the group ranges from 73.79B to 3.8T. MSFT holds the highest valuation in this group at 3.8T. The lowest valued company is ABNB at 73.79B.

The average weekly volume growth across all stocks in the Polen Growth Institutional MF was -8%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was -23%