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 44.51 / −0.18 %
- Total Assets 7.5 Bil
-
Adj. Expense Ratio
- 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 Jul 04, 2024 | 1-Day Return as of Jul 04, 2024, 12:17 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 66.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amazon.com Inc | 14.89 | 1.1 Bil | Consumer Cyclical |
Microsoft Corp | 9.32 | 705.5 Mil | Technology |
Alphabet Inc Class C | 7.85 | 593.8 Mil | Communication Services |
Netflix Inc | 5.55 | 420.3 Mil | Communication Services |
Visa Inc Class A | 5.51 | 416.8 Mil | Financial Services |
Salesforce Inc | 5.02 | 379.9 Mil | Technology |
Mastercard Inc Class A | 4.86 | 368.0 Mil | Financial Services |
Thermo Fisher Scientific Inc | 4.70 | 355.9 Mil | Healthcare |
ServiceNow Inc | 4.64 | 351.0 Mil | Technology |
Airbnb Inc Ordinary Shares - Class A | 4.22 | 319.5 Mil | Consumer Cyclical |