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 42.71 / −0.56 %
- Total Assets 7.8 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 Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:18 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 66.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amazon.com Inc | 15.81 | 1.3 Bil | Consumer Cyclical |
Microsoft Corp | 9.38 | 768.1 Mil | Technology |
Alphabet Inc Class C | 6.33 | 518.1 Mil | Communication Services |
Netflix Inc | 5.78 | 473.3 Mil | Communication Services |
Visa Inc Class A | 5.48 | 449.0 Mil | Financial Services |
Salesforce Inc | 5.25 | 430.1 Mil | Technology |
ServiceNow Inc | 4.88 | 399.5 Mil | Technology |
Mastercard Inc Class A | 4.84 | 396.6 Mil | Financial Services |
Abbott Laboratories | 4.34 | 355.3 Mil | Healthcare |
Airbnb Inc Ordinary Shares - Class A | 3.99 | 326.4 Mil | Consumer Cyclical |