NASDAQ · Asset Management

Polen International Growth Institutional (POIIX) Stock

$15.17 +1.13% NASDAQ: POIIX Financial Services

The fund strategically allocates its capital to a concentrated selection of approximately 25 to 35 common stocks. These holdings represent large-capitalization companies, defined as having a market valuation exceeding $5 billion when acquired, across both established and developing global markets.

Valuation

MetricValue
Price$15.17
Market Cap$89.26M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$16.54
52-Week Low$12.98
Dividend Yield0.07%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y-4.30%
Return 3Y3.25%
Return 5Y-14.68%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
BTABlackRock Long-Term Municipal Advantage Trust $9.72 -0.10% -6.10 $130.64M 6.07%
EAFGXEaton Vance Focused Growth Opportunities Fund $25.94 +0.35% $113.36M 0.00%
ENGIXVest US Large Cap 20% Buffer Strategies Fund Class Institutional Shares $8.95 +0.11% $131.69M 0.00%
ENGLXVest US Large Cap 20% Buffer Strategies Fund Class Investor Shares $8.63 +0.12% $131.71M 0.00%
GRSPXCromwell Greenspring Mid Cap Instl $29.55 +0.14% 23.85 $139.61M 7.51%

About Polen International Growth Institutional

The fund strategically allocates its capital to a concentrated selection of approximately 25 to 35 common stocks. These holdings represent large-capitalization companies, defined as having a market valuation exceeding $5 billion when acquired, across both established and developing global markets. The investment adviser seeks out businesses that, in their judgment, demonstrate a durable competitive advantage. A significant portion of its assets are invested in non-U.S. equity instruments. It is characterized as a non-diversified fund.

Polen International Growth Institutional is headquartered in US.

Polen International Growth Institutional (POIIX) stock trades at $15.17 with a market capitalization of $89.26M. Over the past 52 weeks the stock has ranged between $12.98 and $16.54, and currently trades 8.3% below its 52-week high. It pays a dividend yielding 0.07%.

Official website: www.polencapital.com/strategies/international-growth-fund

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