Polen Capital Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return14.530.6626.477.5722.45
    Category Average3.513.2427.80-2.4420.50
    Assets for Each Yr*0.861.271.792.603.82
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 22.45 19.69 17.08

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,823 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 95.99 1.16 Average
    International Stock 5.0 4.01 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Zoetis Inc Class A* Healthcare 20.71 4.77
    Gartner Inc A* Technology 21.22 3.44
    Booking Holdings Inc* Consumer Cyclical 4.70 1.83
    Experian PLC* Industrials 22.91 0.07
    Ollie's Bargain Outlet Holdings * Consumer Defensive 48.05 0.01
    Alarm.com Holdings Inc* Technology 16.02 0.01
    Medidata Solutions Inc* Technology 34.17 0.01
    EPAM Systems Inc* Technology 48.16 0.01
    Blackbaud Inc* Technology 28.87 0.01
    Masimo Corp* Healthcare 35.59 0.01
    Stamps.com Inc* Technology -73.14 0.01
    Medifast Inc* Consumer Cyclical 17.00 0.00
    ExlService Holdings Inc* Industrials 15.77 0.00
    Altair Engineering Inc Class A* Technology 32.02 0.00
    AMN Healthcare Services Inc* Healthcare -10.66 0.00
    Inogen Inc* Healthcare -39.64 0.00
    Healthcare Services Group Inc* Industrials -15.49 0.00

    Best 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 4 04-01-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 4 04-01-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 5.20
    Polen Global Growth Jeff Mueller 1.70
    Polen International Todd Morris 1.40
    Polen US Small Compa Tucker M. Walsh 1.10
    Polen International Rob Forker 0.40

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen International Rob Forker 0.40
    Polen US Small Compa Tucker M. Walsh 1.10
    Polen International Todd Morris 1.40
    Polen Global Growth Jeff Mueller 1.70
    Polen Growth Institu Daniel Davidowitz 5.20