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Polen Capital Investment Funds Plc - Polen Capital Focus U.s. Growth Fund A Class (retail) (0P00013FV7)

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37.190 +0.260    +0.70%
20/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.22B
Type:  Fund
Market:  Ireland
Issuer:  Polen Capital Management, LLC
ISIN:  IE00BGK04N24 
Asset Class:  Equity
Polen Capital Investment Funds plc - Polen Capital 37.190 +0.260 +0.70%

0P00013FV7 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Polen Capital Investment Funds plc - Polen Capital (0P00013FV7) fund. Our Polen Capital Investment Funds plc - Polen Capital portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.740 1.760 0.020
Stocks 98.270 98.270 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 30.848 29.426
Price to Book 8.707 6.950
Price to Sales 5.527 5.001
Price to Cash Flow 20.275 20.150
Dividend Yield 0.643 0.661
5 Years Earnings Growth 14.857 16.718

Sector Allocation

Name  Net % Category Average
Technology 38.950 37.671
Healthcare 21.490 13.199
Financial Services 14.730 10.552
Consumer Cyclical 13.770 14.396
Communication Services 11.060 11.980

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 24

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Amazon.com US0231351067 9.25 225.06 +0.06%
  Microsoft US5949181045 8.91 435.25 -0.31%
  Alphabet C US02079K1079 7.37 195.99 +1.57%
  Visa A US92826C8394 6.03 317.22 -0.15%
  Mastercard US57636Q1040 4.87 528.96 +0.18%
  ServiceNow Inc US81762P1021 4.83 1,088.26 -0.27%
  Adobe US00724F1012 4.79 446.74 -0.10%
  Apple US0378331005 4.53 255.27 +0.31%
  UnitedHealth US91324P1021 4.52 506.34 +1.24%
  Thermo Fisher Scientific US8835561023 4.47 525.29 +0.24%

Top Equity Funds by Polen Capital Management, LLC

  Name Rating Total Assets YTD% 3Y% 10Y%
  IE00B99FTC33 2.22B 17.51 -0.53 -
  Polen Capital Investment Funds plc 2.22B 10.30 -3.35 13.30
  IE00BYWHB920 3.1M -0.47 -11.06 -
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