Polen Capital Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-18

    Total ReturnCategory Average
    Total Return16.1514.530.6626.477.81
    Category Average10.003.513.2427.807.43
    Assets for Each Yr*0.370.861.271.791.94
    *billions

    Trailing Returns %
    01-31-18

      YTD 3 Year 5 Year    
    Fund Family 7.81 16.74 16.41

    Key Stats
    01-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,936 mil $3,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 97.91 1.13 Average
    International Stock 5.0 2.09 1.23 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-23-18

      Sector YTD Return % % Net Assets  
    Adobe Systems Inc* Technology 19.69 7.83
    Facebook Inc A* Technology 3.87 7.36
    Alphabet Inc C* Technology 7.68 6.93
    Visa Inc Class A* Financial Services 8.00 6.49
    Automatic Data Processing Inc* Industrials 0.39 5.67
    Nike Inc B* Consumer Cyclical 8.97 5.34
    Accenture PLC A* Technology 6.44 5.26
    Oracle Corp* Technology 7.21 5.19
    Starbucks Corp* Consumer Cyclical -1.72 4.64
    O'Reilly Automotive Inc* Consumer Cyclical 5.65 4.52
    Microsoft Corp* Technology 10.45 4.34
    The Priceline Group Inc* Consumer Cyclical 9.74 4.16
    Align Technology Inc* Healthcare 19.30 3.98
    Celgene Corp* Healthcare -8.38 3.80
    Regeneron Pharmaceuticals Inc* Healthcare -13.86 3.63
    Gartner Inc A* Technology -5.00 3.46
    Dollar General Corp* Consumer Defensive 4.78 3.11
    Alphabet Inc A* Technology 7.09 2.71
    Mastercard Inc A* Financial Services 16.29 2.39
    Zoetis Inc* Healthcare 15.10 2.04

    Best 5-Year Relative Performance | More
    02-23-18

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 42 05-31-17

    Worst 5-Year Relative Performance | More
    02-23-18

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 42 05-31-17

    Lowest Expenses | More
    02-23-18

    Fund Name Expense Ratio Analyst Report  
    Polen Growth Institutional 1.00 05-31-17
    Polen Global Growth Institut 1.10 --
    Polen International Growth I 1.10 --

    Highest Expenses | More
    02-23-18

    Fund Name Expense Ratio Analyst Report  
    Polen Global Growth Institut 1.10 --
    Polen International Growth I 1.10 --
    Polen Growth Institutional 1.00 05-31-17

    Longest Manager Tenure | More
    02-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 7.40
    Polen International Todd Morris 1.20
    Polen Global Growth Jeff Mueller 0.50

    Shortest Manager Tenure | More
    02-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Global Growth Jeff Mueller 0.50
    Polen International Todd Morris 1.20
    Polen Growth Institu Daniel Davidowitz 7.40