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Morningstar

Polen Global Growth Investor PGIRX

Morningstar Medalist Rating
Medalist Rating as of | See Polen Capital Investment Hub
  • NAV / 1-Day Return 24.72  /  +1.10 %
  • Total Assets 471.1 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield —
  • Turnover 21%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 AM GMT+0

Morningstar’s Analysis PGIRX

Will PGIRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PGIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PGIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Polen Global Growth Investor's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PGIRX

More PGIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Consumer Cyclical

Microsoft Corp

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Technology

Alphabet Inc Class C

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Communication Services

SAP SE

6.32 31.2 Mil
Technology

Workday Inc Class A

4.66 23.0 Mil
Technology

Abbott Laboratories

4.62 22.8 Mil
Healthcare

Mastercard Inc Class A

4.57 22.6 Mil
Financial Services

Visa Inc Class A

4.32 21.3 Mil
Financial Services

Adobe Inc

4.20 20.7 Mil
Technology

Icon PLC

3.97 19.6 Mil
Healthcare