Skip to Content

Polen Growth Institutional POLIX

Analyst rating as of
NAV / 1-Day Return
35.05  /  2.79 %
Total Assets
7.8 Bil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
High
Longest Manager Tenure
12.04 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.00%
Turnover
19%

Morningstar’s Fund Analysis POLIX

Will POLIX outperform in future?

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

Even after a rough start to the year, this remains among the large-growth category's best options.

Summary

| |

Polen Focus Growth's surprisingly weak performance in 2022's first quarter does not reflect the prudence of its approach and strength of its experienced team. It retains its Morningstar Analyst Rating of Silver.

Unlock our full analysis with Morningstar Investor