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Polen Growth Institutional POLIX

Analyst rating as of
NAV / 1-Day Return
43.34  /  0.70 %
Total Assets
8.9 Bil
Adj. Expense Ratio
0.980%
Expense Ratio
0.980%
Fee Level
High
Longest Manager Tenure
10.12 years
Category
US Fund 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.

Reliable.

Senior Analyst

Summary

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Polen Focus Growth has very strict standards and an investment team that adheres to them to great effect. It merits a Morningstar Analyst Rating of Silver across all its share classes and vehicles.

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