Morningstar

Polen Opportunistic High Yield Fund - Institutional DDJCX

Morningstar Medalist Rating
Medalist Rating as of | See Polen Capital Investment Hub
  • NAV / 1-Day Return 6.82  /  −0.15 %
  • Total Assets 281.0M
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 8.17%
  • Effective Duration 2.83 years

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:38 AM GMT+0

Morningstar’s Analysis DDJCX

Will DDJCX 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 DDJCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DDJCX 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 DDJCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Polen Opportunistic High Yield - Ins holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings DDJCX

More DDJCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Baffinland Iron Mines Corporation and Baffinland Iron Mines LP

3.95 11M
Cash and Equivalents

Cash Usd

3.11 9M
Cash and Equivalents

Covetrus Inc. 1st Lien Term Loan 2029

3.00 9M
Corporate

Dexko Global Inc

2.92 8M
Corporate

Athenahealth Group Inc. 6.5%

2.22 6M
Corporate

Ten-X (Auction.Com) 1st Lien Term Loan -2028

2.06 6M
Corporate

Angus Chemical Co. 2nd Lien Term Loan

1.90 5M
Corporate

McGraw-Hill Education Inc.

1.89 5M
Corporate

Surgery Center Holdings, Inc. 4%

1.83 5M
Corporate

Beach Acquisition Bidco LLC 10%

1.80 5M
Corporate

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