About POLRX
Polen Growth Fund Investor Class is an actively managed mutual fund designed to achieve long-term capital appreciation. The fund focuses on a concentrated portfolio of high-quality, large-capitalization companies—typically those with market capitalizations greater than $5 billion. Its investment strategy emphasizes businesses with strong fundamentals, durable competitive advantages, and proven track records of sustainable growth. Key portfolio holdings include leading firms across technology, consumer cyclical, communication services, and financial services sectors, with significant allocations to companies like Amazon, Microsoft, Alphabet, Visa, and Apple. Notably, the fund is non-diversified, meaning it allocates a substantial portion of assets to a limited number of holdings, which may increase volatility relative to more diversified peers. Managed by Polen Capital Management, the fund offers access to disciplined growth investing through its investor share class, maintaining a minimum investment threshold and an annual expense ratio reflecting active management fees. In the broader market, Polen Growth Fund Investor Class serves investors seeking targeted exposure to established growth companies with the objective of capital appreciation rather than income generation.
Fund Family Polen Capital
Category Large-Cap Growth
Performance Rating Low
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol POLRX
Share Class Investor Class
Index S&P 500 TR
POLRX had a total return of -7.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.85%.
