Morningstar

Polar Capital Funds PLC - Artificial Intelligence Fund IX USD Accumulation

Morningstar Medalist Rating
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Medalist Rating as of See Polar Capital Investment Hub
  • NAV / 1-Day Return $10.40  /  +0.39 %
  • Fund Size $4.4B
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution Below Average
  • Share Class Type —
  • Morningstar Category Global Large-Cap Growth Equity
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment —
  • Investment Status Open
  • TTM Yield —
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis

Will Polar Capital Funds PLC - Artificial Intelligence Fund IX USD Accumulation outperform in the 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 Polar Capital Funds PLC - Artificial Intelligence Fund IX USD Accumulation’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the Polar Capital Funds PLC - Artificial Intelligence Fund IX USD Accumulation 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 Polar Capital Funds PLC - Artificial Intelligence Fund IX USD Accumulation’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Polar Cptl PLC-Artfcl Intllgnc IX USDAcc holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
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