Polen Focus Growth offers investors many attractive attributes. Despite lagging the benchmark in recent years, this strategy is capable of delivering long-term success.
Polen Growth Investor POLRX
- NAV / 1-Day Return 45.26 / +1.18 %
- Total Assets 7.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.210%
- 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 0.00
- Turnover 18%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis POLRX
Will POLRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |