About PGEIX
Polen Emerging Markets Growth Fund Institutional Class is an open-end mutual fund specializing in equities from global emerging markets. Managed by Polen Capital Management, the fund primarily aims for long-term capital appreciation by investing at least 80% of its assets in stocks or equity-related securities of companies that either operate in, generate significant revenue from, or are domiciled within emerging market countries. This fund constructs a concentrated portfolio focusing on businesses with durable competitive advantages and the potential for superior and sustainable earnings growth. Its investment universe spans multiple sectors, with significant holdings in technology, communication services, financials, consumer cyclicals, and industrials. Notable investments include companies such as Tencent Music Entertainment Group, Taiwan Semiconductor Manufacturing, and HDFC Bank. The fund is benchmarked against the MSCI Emerging Markets Index and is categorized as a large-growth, diversified emerging markets portfolio. With a disciplined fundamental analysis approach and an emphasis on socially responsible investing, the Polen Emerging Markets Growth Fund Institutional Class plays a significant role for institutional investors seeking exposure to growth opportunities in dynamic and developing economies.
Fund Family Polen Capital
Category Diversified Emerging Mkts
Performance Rating Low
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PGEIX
Share Class Institutional Class
PGEIX had a total return of 21.32% in the past year, including dividends. Since the fund's
inception, the average annual return has been 1.85%.
