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Morningstar

Polen Growth Institutional POLIX

Morningstar Medalist Rating
Medalist Rating as of | See Polen Capital Investment Hub
  • NAV / 1-Day Return 37.02  /  0.35 %
  • Total Assets 7.1 Bil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 19%

USD | NAV as of Sep 30, 2023 | 1-Day Return as of Sep 30, 2023, 12:17 AM GMT+0

Morningstar’s Analysis POLIX

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

People Pillar

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

Down, but not out.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Polen Focus Growth posted disappointing results in 2022’s market drawdown, but its Morningstar Analyst Ratings remain at Silver for both fund share classes and the separate account.

by Sachin Nagarajan
Rated on Published on

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Portfolio Holdings POLIX

More POLIX Holdings
  • Current Portfolio Date
  • Equity Holdings 23
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 63.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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