PGVFX Rating, Research - Polaris Global Value

Polaris Global Value (pgvfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 22

Threats + Weaknesses = 14

When strengths & opportunities substantially exceed threats & weaknesses an investment in the pgvfx mutual fund has great long term potential.

Fund Management Team

Polaris Funds

Fund Description Update

Polaris Global Value (PGVFX) Description: PGVFX is a mutual fund, which is an investment that owns a basket of assets. The PGVFX mutual fund was provided by Polaris and this investment vehicle derives the majority of its value from equity holdings (stocks). Polariss mutual fund has a long management tenure and is in the average fund size classification. PGVFXs minimum initial investment amount is $2500 while the IRA minimum is $2000. PGVFXs expense ratio is roughly 1%. The latest PGVFXs front end load was 0% and the back end load was 0%. The Polaris Global Value (PGVFX) mutual fund falls under the world stock category. PGVFX focuses its investments in EU and USA and PGVFX is not affiliated with a particular industry or fund sector. The Polaris Global Value (PGVFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PGVFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PGVFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks after-tax total return. The fund normally invests at least 80% of net assets in dividend-paying common and preferred stocks (see stock research). It may, at times, invest 25% or more of total assets in each of the utilities and financial services sectors. The fund may invest up to 20% of net assets in fixed-income securities, including convertible stocks (see stock research) and convertible bonds and corporate debt securities rated investment grade or below ("junk bonds"), and may invest in securities in any rating category, including those in default. It may invest not more than 5% of net assets in real estate investment trusts.

Management Analysis Update

Polaris Global Value's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update