Morningstar

Polen International Growth Fund Institutional Class POIIX

Morningstar Medalist Rating
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Medalist Rating as of See Polen Capital Investment Hub
  • NAV / 1-Day Return $14.44  /  −0.62 %
  • Fund Size $21.7M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.05%
  • Turnover Ratio 59%
NAV and 1-Day Return as of

Morningstar’s Analysis POIIX

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings POIIX

More POIIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

8.11 2M
Technology

Tokyo Electron Ltd

6.16 2M
Technology

MercadoLibre Inc

5.91 1M
Consumer Cyclical

Schneider Electric SE

5.81 1M
Industrials

Spotify Technology SA

5.69 1M
Communication Services

Shopify Inc Registered Shs -A- Subord Vtg

5.14 1M
Technology

Lonza Group Ltd

4.91 1M
Healthcare

ASM International NV

4.59 1M
Technology

Tencent Holdings Ltd

4.22 1M
Communication Services

Disco Corp

4.15 1M
Technology

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