Polen Capital Fund Family Report
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  • Performance
    11-30-18

    Total ReturnCategory Average
    Total Return16.1514.530.6626.4715.63
    Category Average10.003.513.2427.806.52
    Assets for Each Yr*0.370.861.271.792.73
    *billions

    Trailing Returns %
    11-30-18

      YTD 3 Year 5 Year    
    Fund Family 15.63 13.33 15.29

    Key Stats
    11-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,732 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 96.59 1.16 Average
    International Stock 5.0 3.41 1.23 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-12-18

      Sector YTD Return % % Net Assets  
    Starbucks Corp* Consumer Cyclical 17.45 6.18
    Zoetis Inc Class A* Healthcare 26.64 4.73
    Accenture PLC A* Technology 5.43 4.73
    Facebook Inc A* Technology -18.11 3.41
    Icon PLC* Healthcare 23.15 0.10
    Medtronic PLC* Healthcare 20.33 0.05
    Experian PLC* Industrials 8.68 0.05
    Blackbaud Inc* Technology -28.30 0.01
    Healthcare Services Group Inc* Industrials -17.52 0.01
    Globant SA* Technology 22.47 0.01
    Five Below Inc* Consumer Cyclical 52.90 0.01
    Texas Roadhouse Inc* Consumer Cyclical 21.22 0.01
    Ollie's Bargain Outlet Holdings * Consumer Defensive 27.47 0.01
    Nutrisystem Inc* Consumer Cyclical -13.86 0.01
    Prestige Consumer Healthcare Inc* Healthcare -24.41 0.00

    Best 5-Year Relative Performance | More
    12-12-18

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 1 05-16-18

    Worst 5-Year Relative Performance | More
    12-12-18

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 1 05-16-18

    Lowest Expenses | More
    12-12-18

    Highest Expenses | More
    12-12-18

    Longest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 7.20
    Polen International Todd Morris 2.00
    Polen Global Growth Jeff Mueller 1.30
    Polen US Small Compa Tucker M. Walsh 0.70

    Shortest Manager Tenure | More
    12-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Polen US Small Compa Tucker M. Walsh 0.70
    Polen Global Growth Jeff Mueller 1.30
    Polen International Todd Morris 2.00
    Polen Growth Institu Daniel Davidowitz 7.20