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Morningstar

Polen Growth Investor POLRX

Morningstar Medalist Rating
Medalist Rating as of | See Polen Capital Investment Hub
  • NAV / 1-Day Return 42.81  /  +0.97 %
  • Total Assets 7.7 Bil
  • Adj. Expense Ratio
    1.230%
  • 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 May 04, 2024 | 1-Day Return as of May 04, 2024, 12:13 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POLRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the POLRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of POLRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A topnotch approach, despite recent returns.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Polen Focus Growth offers investors many attractive attributes. Despite lagging the benchmark in recent years, this strategy is capable of delivering long-term success.

by Drew Carter
Rated on Published on

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Portfolio Holdings POLRX

More POLRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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