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Polen Growth Investor POLRX

Medalist Rating as of | See Polen Capital Investment Hub
  • NAV / 1-Day Return 44.21  /  +0.09 %
  • Total Assets 8.1 Bil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield
  • Turnover 19%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0

Morningstar’s Analysis POLRX

Will POLRX outperform in future?

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

A topnotch approach, despite recent returns.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Polen Focus Growth offers investors many attractive attributes. Despite lagging the benchmark in recent years, this strategy is capable of delivering long-term success.

Rated on Published on

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Portfolio Holdings POLRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 67.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Alphabet Inc Class C

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Adobe Inc

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Netflix Inc

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Salesforce Inc

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Mastercard Inc Class A

4.81 383.8 Mil
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Visa Inc Class A

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Accenture PLC Class A

3.87 309.0 Mil
Technology