Nasdaq - Delayed Quote USD

Polen Growth Investor (POLRX)

42.94 +0.71 (+1.68%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.30%
5y Average Return 10.17%
Number of Years Up 12
Number of Years Down 1
Best 1Y Total Return (Apr 25, 2024) 38.81%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 38.81%
Worst 3Y Total Return 0.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
POLRX
Category
YTD
8.15%
12.38%
1-Month
-0.38%
5.09%
3-Month
8.15%
10.28%
1-Year
31.69%
41.70%
3-Year
3.86%
22.56%
5-Year
12.13%
21.98%
10-Year
14.06%
15.99%
Last Bull Market
39.99%
25.99%
Last Bear Market
-24.09%
-17.29%

Annual Total Return (%) History

Year
POLRX
Category
2024
--
--
2023
38.81%
--
2022
-38.50%
--
2021
23.13%
--
2020
32.94%
35.86%
2019
36.82%
31.90%
2018
7.53%
-2.09%
2017
26.12%
27.67%

2016
0.47%
3.23%
2015
14.35%
3.60%
2014
15.97%
10.00%
2013
22.16%
33.92%
2012
11.14%
15.34%
2011
6.15%
-2.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.15% -- -- --
2023 13.99% 10.40% -3.59% 14.41%
2022 -13.66% -24.09% -5.55% -0.65%
2021 1.47% 12.87% 2.47% 4.91%
2020 -13.24% 26.97% 9.89% 9.81%
2019 16.63% 5.77% 0.62% 10.24%
2018 3.02% 8.71% 10.11% -12.80%
2017 8.89% 6.54% 3.68% 4.85%
2016 -0.16% -2.98% 4.64% -0.88%
2015 3.38% 2.05% 0.65% 7.69%

2014 0.25% 3.83% 1.49% 9.78%
2013 5.90% -2.47% 6.30% 11.27%
2012 15.80% -7.29% 5.01% -1.42%
2011 2.63% 3.51% -9.01% 9.81%

Rank in Category (By Total Return)

YTD 90
1-Month 99
3-Month 90
1-Year 74
3-Year 88
5-Year 85

Load Adjusted Returns

1-Year 31.69%
3-Year 3.86%
5-Year 12.13%
10-Year 14.06%

Performance & Risk

YTD Return 3.30%
5y Average Return 10.17%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Polen Capital
Net Assets 8.12B
YTD Return 8.15%
Yield 0.00%
Morningstar Rating
Inception Date Sep 15, 2010

Fund Summary

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.

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