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Polen Growth Institutional POLIX

Analyst rating as of
NAV / 1-Day Return
47.85  /  0.86 %
Total Assets
10.7 Bil
Adj. Expense Ratio
0.980%
Expense Ratio
0.980%
Fee Level
High
Longest Manager Tenure
10.66 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.00%
Turnover
23%
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Morningstar’s Analysis

Will POLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This carefully managed basket of stocks reserves spots for the large-growth market’s highest-quality companies.

Summary

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Polen Growth earns a Morningstar Analyst Rating of Silver for its disciplined approach and its solid investment team.

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