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Polen Growth Institutional (POLIX)
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9/21 12:03 PM
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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
View MoreTrailing returns as of 10/24/2024. Category is Large Growth.
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Holdings: POLIX
View MoreTop 10 Holdings (63.91% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPOLIX
Technology 38.37%
Healthcare 19.52%
Consumer Cyclical 16.53%
Financial Services 14.06%
Communication Services 11.52%
Real Estate 0.00%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Industrials 0.00%
Energy 0.00%
Recent News: POLIX
View MoreResearch Reports: POLIX
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MMEAX Victory Integrity Discovery A
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MMMMX Victory Integrity Discovery Member
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MMECX Victory Integrity Discovery C
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UMPSX ProFunds UltraMid Cap Fund
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QISCX Federated Hermes MDT Small Cap Core IS
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QCSCX Federated Hermes MDT Small Cap Core C
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WWSIX TETON Westwood SmallCap Equity I
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WWSCX TETON Westwood SmallCap Equity C
20.60
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WWSAX TETON Westwood SmallCap Equity A
25.62
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QSERX AQR Small Cap Multi-Style R6
19.13
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WESCX TETON Westwood SmallCap Equity AAA
27.36
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QSMRX AQR Small Cap Momentum Style R6
23.14
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ASMNX AQR Small Cap Momentum Style N
23.26
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QSMNX AQR Small Cap Multi-Style N
19.04
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QSMLX AQR Small Cap Multi-Style I
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MISMX Matthews EM Sm Coms Instl
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WGMCX Wasatch Ultra Growth Institutional
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FIDSX Fidelity Select Financials Port
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BUFOX Buffalo Early Stage Growth Fd
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AXVIX Acclivity Small Cap Value I
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FAFCX Fidelity Advisor Financials C
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JMCRX James Micro Cap
22.25
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FAFDX Fidelity Advisor Financials A
35.35
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FFSIX Fidelity Advisor Financials I
36.68
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FAFSX Fidelity Advisor Financials M
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