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Polen Growth Institutional (POLIX)
31.63
-0.79
(-2.44%)
As of 8:07:21 AM EST. Market Open.
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.
Polen Growth Institutional
WILMINGTON DE 19809
301 BELLEVUE PARKWAY
Fund Overview
| Category | -- |
| Fund Family | Polen Capital |
| Net Assets | 1.48B |
| YTD Return | -8.11% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 15, 2010 |
Fund Operations
| Last Dividend | 0.00 |
| Last Cap Gain | 48.00 |
|---|---|
| Holdings Turnover | 49.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | POLIX | Category Average |
|---|---|---|
|
Annual Report Expense Ratio (net)
|
0.99% | -- |
|
Prospectus Net Expense Ratio
|
0.99% | -- |
|
Prospectus Gross Expense Ratio
|
0.99% | -- |
|
Max 12b1 Fee
|
-- | -- |
|
Max Front End Sales Load
|
-- | -- |
|
Max Deferred Sales Load
|
-- | -- |
|
3 Yr Expense Projection
|
0 | -- |
|
5 Yr Expense Projection
|
0 | -- |
|
10 Yr Expense Projection
|
0 | -- |
Management Information
Damon A. Ficklin, Lead Manager since January 01, 2024
Damon Ficklin is Head of Team for Polen Capital's Large Company Growth team, where he is responsible for leading the Large Company Growth team and maintaining the investment philosophy. Damon also serves as lead Portfolio Manager of Polen Capital's Global Growth strategy and co-Portfolio Manager of the firm's flagship Focus Growth Strategy. Damon began his career at the firm in 2003, serving as Research Analyst. Prior to joining Polen Capital in 2003, Damon was an Equity Analyst at Morningstar covering the health care sector, and a tax consultant at Price Waterhouse helping Fortune 500 companies implement tax strategies. Damon graduated magna cum laude from the University of South Florida with a B.S. in Accounting. Damon earned an M.S. in Accounting from Appalachian State University and an M.B.A. with high honors from The University of Chicago Booth School of Business with concentrations in Finance and Economics. Damon is a member of the Board of Directors and serves on the Investment Committee for Make-A-Wish Southern Florida.Morningstar Style Box
