About POIIX
Polen International Growth Fund Institutional Class is an actively managed mutual fund designed to achieve long-term capital growth by investing primarily in international equities. The fund focuses on a concentrated portfolio, typically holding 25 to 35 stocks of large-cap companies outside the United States, including those in both developed and emerging markets. Its strategy centers on selecting businesses that possess sustainable competitive advantages, strong earnings growth prospects, and operate within industries characterized by high barriers to entry. Managed by Polen Capital since its inception in 2016, the fund classifies as a foreign large growth fund and maintains a non-diversified structure, resulting in significant weightings to its top holdings, with about 63% of assets in the ten largest positions. Sectors highly represented include technology, healthcare, financial services, and consumer cyclicals. The fund is targeted toward institutional investors, featuring a high minimum initial investment and an expense ratio near 1.05%. Its role in the financial market is to offer exposure to international growth opportunities through a concentrated, high-conviction approach, appealing to investors seeking focused diversification beyond U.S. equities.
Fund Family Polen Capital
Category Foreign Large Growth
Performance Rating Low
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol POIIX
Share Class Institutional Class
Index MSCI AC World ex USA NR USD
POIIX had a total return of -8.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.21%.
