Polen Focus Growth offers investors many attractive attributes. Despite lagging the benchmark in recent years, this strategy is capable of delivering long-term success.
Polen Growth Investor POLRX
- NAV / 1-Day Return 44.21 / +0.09 %
- Total Assets 8.1 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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
|
---|---|---|---|
Amazon.com Inc | 14.50 | 1.2 Bil | Consumer Cyclical |
Microsoft Corp | 9.42 | 751.4 Mil | Technology |
ServiceNow Inc | 7.19 | 573.6 Mil | Technology |
Alphabet Inc Class C | 6.69 | 533.5 Mil | Communication Services |
Adobe Inc | 6.04 | 481.6 Mil | Technology |
Netflix Inc | 5.65 | 451.2 Mil | Communication Services |
Salesforce Inc | 4.91 | 391.5 Mil | Technology |
Mastercard Inc Class A | 4.81 | 383.8 Mil | Financial Services |
Visa Inc Class A | 4.55 | 363.3 Mil | Financial Services |
Accenture PLC Class A | 3.87 | 309.0 Mil | Technology |