Polen Growth Fund Quote

POLIX Fund  USD 44.73  0.75  1.71%   

Performance

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Odds Of Distress

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Low
Polen Growth is trading at 44.73 as of the 4th of May 2025; that is 1.71 percent up since the beginning of the trading day. The fund's open price was 43.98. Polen Growth has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of February 2025 and ending today, the 4th of May 2025. Click here to learn more.
The fund typically invests in a focused portfolio of common stocks of large capitalization companies that, in the Advisers opinion, have a sustainable competitive advantage. Polen Growth is traded on NASDAQ Exchange in the United States. More on Polen Growth Fund

Moving together with Polen Mutual Fund

  0.98FAFGX American FundsPairCorr
  0.98FFAFX American FundsPairCorr
  0.99GFACX Growth FundPairCorr
  0.98GFAFX Growth FundPairCorr
  0.98AGTHX Growth FundPairCorr
  0.98CGFFX Growth FundPairCorr

Moving against Polen Mutual Fund

  0.59T ATT Inc Earnings Call This WeekPairCorr
  0.58KO Coca ColaPairCorr
  0.42MCD McDonaldsPairCorr

Polen Mutual Fund Highlights

Fund ConcentrationLarge Growth, Polen Capital (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of September 2022
Fiscal Year EndApril
Polen Growth Fund [POLIX] is traded in USA and was established 4th of May 2025. The fund is listed under Large Growth category and is part of Polen Capital family. This fund at this time has accumulated 7.56 B in assets with minimum initial investment of 100 K. Polen Growth is currently producing year-to-date (YTD) return of 1.85%, while the total return for the last 3 years was 6.05%.
Check Polen Growth Probability Of Bankruptcy

Instrument Allocation

Top Polen Growth Fund Mutual Fund Constituents

ORCLOracleStockInformation Technology
ADPAutomatic Data ProcessingStockIndustrials
ACNAccenture plcStockInformation Technology
ZTSZoetis IncStockHealth Care
VVisa Class AStockFinancials
PYPLPayPal HoldingsStockFinancials
NOWServiceNowStockInformation Technology
MSFTMicrosoftStockInformation Technology
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Polen Growth Top Holders

SMIFXSound Mind InvestingMutual FundAllocation--85%+ Equity
SAPEXSpectrum Advisors PreferredMutual FundTactical Allocation
SMILXSmi Servative AllocationMutual FundAllocation--70% to 85% Equity
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Polen Growth Risk Profiles

Polen Growth Against Markets

Other Information on Investing in Polen Mutual Fund

Polen Growth financial ratios help investors to determine whether Polen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Polen with respect to the benefits of owning Polen Growth security.
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