Polen Focus Growth posted disappointing results in 2022’s market drawdown, but its Morningstar Analyst Ratings remain at Silver for both fund share classes and the separate account.
- NAV / 1-Day Return 35.93 / 0.19 %
- Total Assets 7.1 Bil
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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%
Morningstar’s Analysis POLRX
Will POLRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 23
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 63.6