Polen Capital Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return14.530.6626.477.577.45
    Category Average3.513.2427.80-2.449.04
    Assets for Each Yr*0.861.271.792.602.95
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.45 15.43 15.07

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,950 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 96.06 1.16 Average
    International Stock 5.0 3.94 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    Nike Inc B* Consumer Cyclical 14.07 5.21
    Accenture PLC A* Technology 13.10 4.54
    Zoetis Inc Class A* Healthcare 11.15 4.48
    Oracle Corp* Technology 15.64 3.69
    Regeneron Pharmaceuticals Inc* Healthcare 12.61 3.50
    NVIDIA Corp* Technology 17.33 2.03
    Medtronic PLC* Healthcare 1.51 0.07
    Trex Co Inc* Basic Materials 31.87 0.01
    Texas Roadhouse Inc* Consumer Cyclical 9.82 0.01
    Pool Corp* Consumer Cyclical 3.94 0.01
    Paycom Software Inc* Technology 46.64 0.01
    Neogen Corp* Healthcare 9.89 0.01
    AMN Healthcare Services Inc* Healthcare -4.43 0.01
    Medidata Solutions Inc* Technology 11.51 0.01
    Globant SA* Technology 26.47 0.01
    Euronet Worldwide Inc* Industrials 26.74 0.01
    Ellie Mae Inc* Technology 57.50 0.01
    EPAM Systems Inc* Technology 34.26 0.01

    Best 5-Year Relative Performance | More
    02-19-19

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

    Worst 5-Year Relative Performance | More
    02-19-19

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

    Lowest Expenses | More
    02-19-19

    Highest Expenses | More
    02-19-19

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 5.00
    Polen Global Growth Jeff Mueller 1.50
    Polen International Todd Morris 1.10
    Polen US Small Compa Tucker M. Walsh 0.90

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen US Small Compa Tucker M. Walsh 0.90
    Polen International Todd Morris 1.10
    Polen Global Growth Jeff Mueller 1.50
    Polen Growth Institu Daniel Davidowitz 5.00