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Polen Growth Investor (POLRX)

29.75 -0.74 (-2.43%)
At close: October 30 at 8:03:48 PM EDT
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  • Previous Close 30.49
  • YTD Return -8.31%
  • Expense Ratio 1.24%
  • Category --
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 1.48B
  • Beta (5Y Monthly) 1.06
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • 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

--

Fund Category

1.48B

Net Assets

2010-09-15

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026.

YTD Return

POLRX
8.31%
Category
0.00%

1-Year Return

POLRX
9.76%
Category
0.00%

3-Year Return

POLRX
7.99%
Category
0.00%

5-Year Return

POLRX
0.29%
Category
0.00%

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