Nasdaq - Delayed Quote • USD
Polen Growth Investor (POLRX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.81% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| POLRX | Category Average | POLRX | Category Average | POLRX | Category Average | |
| Alpha | -7.95 | 0.03 | -2.95 | 0.04 | 0.88 | 0.01 |
| BETA | 1.19 | 0.01 | 1.07 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.53 | 0.02 | 1.14 | 0.02 | 1.22 | 0.01 |
| R-squared | 85.34 | 0.89 | 85.2 | 0.87 | 83.85 | 0.87 |
| Standard Deviation | 22.74 | 0.2 | 21.25 | 0.16 | 17.12 | 0.15 |
| Sharpe Ratio | 0.15 | 0.01 | 0.55 | 0.01 | 0.77 | 0.01 |
| Treynor Ratio | 0.75 | 0.21 | 9.35 | 0.21 | 12.16 | 0.15 |
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