Nasdaq - Delayed Quote
USD
Polen International Growth Institutional (POIIX)
14.25
-0.20
(-1.38%)
As of 8:07:21 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -7.95% |
|---|---|
| 5y Average Return | -4.66% |
| Number of Years Up | 5 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 30, 2026) | 33.67% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 33.67% |
| Worst 3Y Total Return | -6.67% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
POIIX
Category
- YTD
- -5.23%
- 7.01%
- 1-Month
- -3.61%
- 0.44%
- 3-Month
- -0.74%
- 6.77%
- 1-Year
- -7.81%
- 34.50%
- 3-Year
- 1.50%
- 13.81%
- 5-Year
- -2.93%
- 13.83%
- 10-Year
- 0.00%
- 8.22%
- Last Bull Market
- -6.54%
- 17.48%
- Last Bear Market
- -16.77%
- -22.43%
Annual Total Return (%) History
Year
POIIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-12.98% | 9.73% | -0.74% | -- |
|
2025
|
0.58% | 6.76% | -4.96% | -2.72% |
|
2024
|
4.67% | -4.05% | 3.55% | -7.47% |
|
2023
|
13.85% | 5.64% | -8.00% | 15.52% |
|
2022
|
-14.98% | -16.77% | -10.08% | 10.17% |
|
2021
|
-1.27% | 5.22% | -4.29% | 6.24% |
|
2020
|
-16.60% | 15.26% | 9.73% | 4.10% |
|
2019
|
12.01% | 4.57% | -2.05% | 9.71% |
|
2018
|
-0.60% | 4.02% | 2.91% | -11.51% |
|
2017
|
10.80% | 9.93% | 6.40% | 3.14% |
Rank in Category (By Total Return)
| YTD | 99 |
| 1-Month | 69 |
|---|---|
| 3-Month | 21 |
| 1-Year | 98 |
| 3-Year | 100 |
| 5-Year | 97 |
Load Adjusted Returns
| 1-Year | -7.81% |
| 3-Year | 1.50% |
|---|---|
| 5-Year | -2.93% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -7.95% |
| 5y Average Return | -4.66% |
| Rank in Category (ytd) | 99 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Growth |
| Fund Family | Polen Capital |
| Net Assets | 22.5M |
| YTD Return | -5.23% |
| Yield | 0.05% |
| Morningstar Rating | |
| Inception Date | Mar 15, 2017 |
Fund Summary
The fund typically invests in a focused portfolio of approximately 25 to 35 common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase), including companies in both developed and emerging markets, that, in the Adviser's opinion, have a sustainable competitive advantage. It invests primarily in non-U.S. equity securities. The fund is non-diversified.
