About PGIRX
Polen Global Growth Fund Investor Class is a mutual fund focused on long-term capital appreciation through investments in a concentrated portfolio of high-quality, large-capitalization companies globally. The fund holds between 25 to 40 stocks, primarily targeting businesses with sustainable competitive advantages and high barriers to entry. Its investment universe spans both developed and emerging markets, with a mandate to invest in at least three different countries, and typically allocates at least 40% of assets to non-U.S. equity securities, though this may be lowered to 30% during unfavorable conditions. Sectors represented in the portfolio include technology, financial services, healthcare, and consumer discretionary, with notable holdings such as Amazon.com, Alphabet, Microsoft, Visa, and SAP. The fund is non-diversified, meaning it holds a relatively small number of positions, allowing for high conviction in each holding. Managed by Polen Capital, the fund is designed for investors seeking exposure to global growth equities through a disciplined, quality-driven investment approach, and has been operating since 2015.
Fund Family Polen Capital
Category Global Large-Cap Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol PGIRX
Share Class Investor Class
Index MSCI AC World NR USD
PGIRX had a total return of -6.29% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.58%.
