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Polen Growth Fund Institutional Class (POLIX)

US Funds

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46.65 +0.08 +0.17%

19/05 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 5.68B

Type: Fund

Market: United States

Issuer: Polen Capital

Asset Class: Equity

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POLIX Overview

Find basic information about the Polen Growth Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add POLIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change2.37%

Prev. Close46.57

Risk Rating

TTM Yield0%

ROE41.54%

IssuerPolen Capital

Turnover19%

ROA15.09%

Inception Date40436

Total Assets5.68B

Expenses0.97%

Min. Investment100,000

Market Cap340.2B

CategoryLarge Growth

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	931	890	1057	1244	1541	3172
Fund Return	-6.93%	-11.04%	5.71%	7.56%	9.04%	12.24%
Place in category	430	745	979	991	907	492
% in Category	42	72	91	96	96	66

Top Equity Funds by Polen Capital

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Polen Growth Investor		208.84M	15.97	-0.33	13.20

Top Funds for Large Growth Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Growth Fund Amer A	153.12B	-4.70	13.98	12.57
Fidelity Contrafund	133.44B	-3.29	18.13	14.54
Vanguard Growth Index Adm	81.91B	-7.50	15.47	14.47
JPMorgan Large Cap Growth R6	68.4B	-6.48	16.50	16.50
Fidelity Blue Chip Growth	54.71B	-12.53	16.00	16.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
Amazon.com	US0231351067	11.12	204.07	-1.01%
Microsoft	US5949181045	7.06	458.15	-0.16%
Visa A	US92826C8394	6.72	366.85	-0.29%
Oracle	US68389X1054	5.73	160.34	+0.44%
Mastercard	US57636Q1040	5.55	581.11	-0.90%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	BUY	BUY
Summary	Strong Buy	Buy	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Polen Growth Inst.	46.65	+0.08	+0.17%