Nasdaq - Delayed Quote USD

Polen Growth Institutional (POLIX)

47.09 +0.07 (+0.15%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 47.02
  • YTD Return 11.04%
  • Expense Ratio 0.96%
  • Category Large Growth
  • Last Cap Gain 36.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 7.05B
  • Beta (5Y Monthly) 1.15
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 18.00%
  • Last Dividend 0.00
  • Inception Date Sep 15, 2010

The fund typically invests in a focused portfolio of common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase) that, in the Adviser's opinion, have a sustainable competitive advantage. Although it may not "concentrate" (invest 25% or more of its net assets) in any industry, the fund may focus its investments from time to time in one or more sectors of the economy or stock market. It is non-diversified.

Polen Capital

Fund Family

Large Growth

Fund Category

7.05B

Net Assets

2010-09-15

Inception Date

Performance Overview: POLIX

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Trailing returns as of 10/24/2024. Category is Large Growth.

YTD Return

POLIX
11.04%
Category
12.38%
?

1-Year Return

POLIX
27.15%
Category
41.70%
?

3-Year Return

POLIX
0.01%
Category
22.56%
?

5-Year Return

POLIX
11.58%
Category
21.98%
?

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Holdings: POLIX

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Top 10 Holdings (63.91% of Total Assets)

SymbolCompany% Assets
AMZN
Amazon.com, Inc. 13.27%
MSFT
Microsoft Corporation 9.35%
GOOG
Alphabet Inc. 7.36%
NOW
ServiceNow, Inc. 5.35%
V
Visa Inc. 5.30%
ADBE
Adobe Inc. 5.02%
MA
Mastercard Incorporated 4.87%
TMO
Thermo Fisher Scientific Inc. 4.76%
AAPL
Apple Inc. 4.57%
ABT
Abbott Laboratories 4.07%

Sector Weightings

Recent News: POLIX

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Research Reports: POLIX

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