About POLIX
Polen Growth Fund Institutional Class is an actively managed open-end mutual fund designed to pursue long-term capital appreciation by investing in a select portfolio of U.S. large-cap growth stocks. Managed by Polen Capital Management, the fund employs a focused investment strategy, typically holding around 27 companies, with a strong emphasis on businesses exhibiting durable competitive advantages and robust growth prospects. This concentrated approach results in over half of its assets often being allocated to its top ten holdings, reflecting its high conviction in selected companies.
The fund targets companies with market capitalizations greater than $5 billion at the time of purchase, spanning diversified sectors such as technology, consumer cyclical, healthcare, and financial services. The investment process incorporates fundamental analysis, assessing both financial strength and sustainability of growth, and emphasizes investment in firms considered socially conscious and environmentally responsible. While the fund seeks to reduce risk through rigorous company selection, its non-diversified structure means performance may be more sensitive to specific holdings or sectors compared to broadly diversified funds.
Benchmarked against the S&P 500 and Russell 1000 Growth indices, Polen Growth Fund Institutional Class is recognized for its disciplined, high-conviction active management and its role in providing access to leading U.S. growth companies for institutional investors.
Fund Family Polen Capital
Category Large-Cap Growth
Performance Rating Low
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol POLIX
Share Class Institutional Class
Index S&P 500 TR
POLIX had a total return of -6.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.87%.
