Morningstar

Polen Growth Institutional POLIX

Morningstar Medalist Rating
Medalist Rating as of | See Polen Capital Investment Hub
  • NAV / 1-Day Return 47.09  /  +0.36 %
  • Total Assets 7.1 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 18%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis POLIX

Will POLIX 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 POLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the POLIX 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 POLIX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings POLIX

More POLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

15.61 1.2 Bil
Consumer Cyclical

Microsoft Corp

10.16 757.2 Mil
Technology

Alphabet Inc Class C

8.30 618.5 Mil
Communication Services

Visa Inc Class A

5.11 380.7 Mil
Financial Services

ServiceNow Inc

4.99 372.1 Mil
Technology

Salesforce Inc

4.56 339.8 Mil
Technology

Mastercard Inc Class A

4.51 336.2 Mil
Financial Services

Thermo Fisher Scientific Inc

4.34 323.7 Mil
Healthcare

Dreyfus Government Cash Mgmt Instl

4.24 316.1 Mil
Cash and Equivalents

Airbnb Inc Ordinary Shares - Class A

3.83 285.6 Mil
Consumer Cyclical

Sponsor Center