Polaris Global Value Fund (PGVFX) seeks capital appreciation. PGVFX invests primarily in the common stock of companies (including ADRs) located worldwide, including emerging market countries. PGVFX also selects investments based on the fundamental research of a company’s financial condition.
This Global – Equity product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 5.9% and 5 year 12.3%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .
PGVFX’s performance, as of the last filing, when compared to funds in its category was in the top 32% over the past 1 year, and in the top 33% over the past 3 years and in the top 11% over the past 5 years.
The Polaris Global Value fund, as of the last filing, allocates their fund in top three major groups; High Yield Bond, Foreign Stock and Small Value. Further, as of the last filing, Greencore Group PLC, Samsung Electronics Co Ltd and Taylor Wimpey PLC were the top holdings for PGVFX.
This Zacks Rank #2 (Buy) was incepted in June 1998 and is managed by Polaris. PGVFX carries an expense ratio of 0.99% and requires a minimal initial investment of $2,500.
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Zacks Investment Research
May 22, 2017 at 01:45PM
from Zacks Equity Research
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