Polen International Growth Institutional 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.
Polen International Growth Fund Institutional Class POIIX
- NAV / 1-Day Return 13.98 / −4.25 %
- Total Assets 25.9M
-
Adj. Expense Ratio
1.080%
- Expense Ratio 1.070%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Foreign Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.05%
- Turnover 37%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:45 AM GMT+0
Morningstar’s Analysis POIIX
Will POIIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the POIIX 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 POIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 53.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
ASML Holding NV | 7.49 | 3M | Technology |
MercadoLibre Inc | 6.76 | 2M | Consumer Cyclical |
SAP SE | 6.08 | 2M | Technology |
Tokyo Electron Ltd | 5.47 | 2M | Technology |
Schneider Electric SE | 5.20 | 2M | Industrials |
Spotify Technology SA | 5.19 | 2M | Communication Services |
Lonza Group Ltd | 4.94 | 2M | Healthcare |
Nu Holdings Ltd Ordinary Shares Class A | 4.27 | 1M | Financial Services |
Aon PLC Class A | 3.86 | 1M | Financial Services |
Tencent Holdings Ltd | 3.79 | 1M | Communication Services |
United States