About DDJCX
Polen Opportunistic High Yield Fund – Institutional Class is an actively managed **high yield bond mutual fund** overseen by Polen Capital Credit, LLC. The fund’s primary objective is to generate **overall total return** by combining a high level of current income with long-term capital appreciation. It invests mainly in **below‑investment‑grade, fixed and floating rate corporate debt**, including senior unsecured notes, secured notes, and term loans, with a strong emphasis on U.S. “middle market” issuers. The portfolio is typically concentrated in a diversified mix of corporate borrowers across sectors such as healthcare, communications, consumer, and industrials, often in leveraged capital structures. The Institutional Class is designed for larger, professionally managed accounts, featuring a higher minimum investment and a **net expense ratio of 0.89%** supported by a contractual expense limitation. By focusing on credit-intensive research and opportunistic positioning within the high yield universe, Polen Opportunistic High Yield Fund – Institutional Class serves as a specialized tool for accessing the sub‑investment‑grade corporate credit market.
Fund Family Polen Capital
Category High Yield Bond
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol DDJCX
Share Class Institutional Class
Index ICE BofA US High Yield TR USD
DDJCX had a total return of 4.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.67%.
