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Polen Growth Investor (POLRX)
As of 8:05 AM EDT. Market Open.
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42.61 - YTD Return 8.15%
- Expense Ratio 0.98%
- Category Large Growth
- Last Cap Gain 15.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 8.12B
- Beta (5Y Monthly) 1.19
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 19.00%
- Last Dividend 0.01
- Inception Date Sep 15, 2010
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.
Polen Capital
Fund Family
Large Growth
Fund Category
8.12B
Net Assets
2010-09-15
Inception Date
Performance Overview: POLRX
Trailing returns as of 4/25/2024. Category is Large Growth.
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Holdings: POLRX
Top 10 Holdings (66.08% of Total Assets)
Sector Weightings
SectorPOLRX
Technology 34.42%
Consumer Cyclical 22.41%
Healthcare 17.47%
Financial Services 13.50%
Communication Services 12.21%
Real Estate 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Industrials 0.00%
Energy 0.00%
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