Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Polen Capital Mutual Funds
View all of Polen Capital’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Polen Capital Mutual Funds List
1 to 13 of 13 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Polen Opportunistic High Yield Fund - Investor Class | DDJRX | High Yield Bond | — | −0.06% | 71 | 1.100% | High | No Load | $3,000 | |
| Polen Capital Investment Funds plc - Polen Capital Focus U.S. Growth Fund USD Class (Institutional) | — | US Large-Cap Growth Equity | −8.06% | 100 | — | — | — | $250,000 | ||
| Polen Opportunistic High Yield Fund - Institutional | DDJCX | High Yield Bond | — | 0.26% | 53 | 0.840% | High | Institutional | $100,000 | |
| Polen Global Growth Fund Investor Class | PGIRX | Global Large-Stock Growth | −4.47% | 93 | 1.280% | High | No Load | $3,000 | ||
| Polen Opportunistic High Yield Fund - Class Y | DDJIX | High Yield Bond | — | 0.20% | 58 | 0.790% | High | Institutional | $1M | |
| Polen Global Growth Fund Institutional Class | PGIIX | Global Large-Stock Growth | −3.96% | 92 | 1.030% | High | Institutional | $100,000 | ||
| Polen Growth Fund Investor Class | POLRX | Large Growth | −8.01% | 99 | 1.240% | High | No Load | $3,000 | ||
| Polen 5Perspectives Small Growth Fund Institutional Class | PBSIX | Small Growth | 20.31% | 12 | 1.100% | High | Institutional | $100,000 | ||
| Polen 5Perspectives Small Growth Fund Class Y | PBSYX | Small Growth | 18.02% | 11 | 1.000% | Above Average | Institutional | $1M | ||
| Polen International Growth Fund Investor Class | POIRX | Foreign Large Growth | −4.98% | 100 | 1.350% | High | No Load | $3,000 | ||
| Polen International Growth Fund Institutional Class | POIIX | Foreign Large Growth | −4.26% | 99 | 1.100% | High | Institutional | $100,000 | ||
| Polen 5Perspectives Small Growth Fund Investor Class | PBSRX | Small Growth | 17.63% | 12 | 1.350% | High | No Load | $3,000 | ||
| Polen Growth Fund Institutional Class | POLIX | Large Growth | −7.27% | 99 | 0.990% | High | Institutional | $100,000 |
Polen Capital Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States