Polen Capital Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return14.530.6626.477.5725.30
    Category Average3.513.2427.80-2.4420.76
    Assets for Each Yr*0.861.271.792.604.40
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 25.30 19.12 16.66

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,399 mil $3,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 95.68 1.25 Average
    International Stock 5.0 4.32 1.28 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 1 04-01-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 1 04-01-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 4.90
    Polen Global Growth Jeff Mueller 2.00
    Polen International Todd Morris 1.70
    Polen US Small Compa Tucker M. Walsh 1.50
    Polen International Rob Forker 0.70

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen International Rob Forker 0.70
    Polen US Small Compa Tucker M. Walsh 1.50
    Polen International Todd Morris 1.70
    Polen Global Growth Jeff Mueller 2.00
    Polen Growth Institu Daniel Davidowitz 4.90