Polen Capital Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------23.22
    Category Average10.003.513.2427.8015.26
    Assets for Each Yr*0.370.861.271.792.71
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 23.22 19.12 18.36

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,710 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.9 96.70 1.16 Average
    International Stock 5.0 3.30 1.23 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 25.30 8.47
    Visa Inc Class A* Financial Services 17.84 6.79
    Alphabet Inc Class C* Technology 3.15 6.28
    Adobe Inc* Technology 36.24 5.94
    Zoetis Inc Class A* Healthcare 21.29 4.46
    Alphabet Inc A* Technology 3.55 2.29
    Experian PLC* Industrials 3.90 0.05
    Ollie's Bargain Outlet Holdings * Consumer Defensive 59.59 0.01
    Blackbaud Inc* Technology -22.56 0.01
    LeMaitre Vascular Inc* Healthcare -11.56 0.01
    Healthcare Services Group Inc* Industrials -21.44 0.01
    LendingTree Inc* Financial Services -39.32 0.00

    Best 5-Year Relative Performance | More
    10-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 2 05-16-18

    Worst 5-Year Relative Performance | More
    10-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 2 05-16-18

    Lowest Expenses | More
    10-18-18

    Highest Expenses | More
    10-18-18

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 7.00
    Polen International Todd Morris 1.80
    Polen Global Growth Jeff Mueller 1.10
    Polen US Small Compa Tucker M. Walsh 0.50

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Polen US Small Compa Tucker M. Walsh 0.50
    Polen Global Growth Jeff Mueller 1.10
    Polen International Todd Morris 1.80
    Polen Growth Institu Daniel Davidowitz 7.00