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 Funds List
Share Class Type
1 to 19 of 19 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Polen Global Growth Institutional | PGIIX | Global Large-Stock Growth | 4.53% | 82 | 1.010% | High | Institutional | $100,000 | ||
| Polen Global Growth Investor | PGIRX | Global Large-Stock Growth | 4.18% | 80 | 1.260% | High | No Load | $3,000 | ||
| Polen Growth Institutional | POLIX | Large Growth | 6.04% | 91 | 0.980% | High | Institutional | $100,000 | ||
| Polen Growth Investor | POLRX | Large Growth | 5.97% | 91 | 1.230% | High | No Load | $3,000 | ||
| Polen Emerging Markets Growth Inst | PGEIX | Diversified Emerging Mkts | 2.38% | 87 | 1.250% | High | Institutional | $100,000 | ||
| Polen International Growth Institutional | POIIX | Foreign Large Growth | 0.18% | 96 | 1.080% | High | Institutional | $100,000 | ||
| Polen International Growth Investor | POIRX | Foreign Large Growth | −0.31% | 97 | 1.330% | High | No Load | $3,000 | ||
| Polen Opportunistic High Yield - Ins | DDJCX | High Yield Bond | — | 3.43% | 4 | 0.890% | High | Institutional | $100,000 | |
| Polen Opportunistic High Yield - Inv | DDJRX | High Yield Bond | — | 3.35% | 6 | 1.140% | High | No Load | $3,000 | |
| Polen Opportunistic High Yield - Y | DDJIX | High Yield Bond | — | 3.42% | 4 | 0.790% | High | Institutional | $1.0 Mil | |
| Polen US SMID Company Growth Instl | PBMIX | Mid-Cap Growth | −5.36% | 99 | 1.050% | High | Institutional | $100,000 | ||
| Polen US Small Company Growth Instl | PBSIX | Small Growth | −3.75% | 98 | 1.100% | High | Institutional | $100,000 | ||
| Polen US Small Company Growth Investor | PBSRX | Small Growth | −4.99% | 98 | 1.350% | High | No Load | $3,000 | ||
| Polen US Small Company Growth Y | PBSYX | Small Growth | −4.92% | 98 | 1.000% | Above Average | Institutional | $1.0 Mil | ||
| Polen Bank Loan Institutional | PBKIX | Bank Loan | — | — | 4.20% | 6 | 0.750% | Average | Institutional | $100,000 |
| Polen Global Emer Mkt ex Chn Gr Instl | PGXIX | Diversified Emerging Mkts | — | −6.40% | 100 | 1.250% | High | Institutional | $100,000 | |
| Polen Global SMID Company Growth Instl | PBGIX | Global Small/Mid Stock | — | −4.66% | 81 | 1.250% | Above Average | Institutional | $100,000 | |
| Polen Global SMID Company Growth Inv | PBGRX | Global Small/Mid Stock | — | −4.35% | 88 | 1.500% | Above Average | No Load | $3,000 | |
| Polen U.S. High Yield Institutional | PBBIX | High Yield Bond | — | — | 1.82% | 50 | 0.650% | Below Average | 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