Polen Capital Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return16.1514.530.6626.4721.34
    Category Average10.003.513.2427.8014.87
    Assets for Each Yr*0.370.861.271.792.58
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 21.34 18.30 19.32

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,583 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 96.71 1.16 Average
    International Stock 5.0 3.29 1.23 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.06 8.48
    Adobe Systems Inc* Technology 51.15 7.92
    Accenture PLC A* Technology 13.97 4.74
    Oracle Corp* Technology 5.75 4.50
    Mastercard Inc A* Financial Services 44.65 2.70
    Experian PLC* Industrials 13.85 0.04
    ExlService Holdings Inc* Industrials 8.35 0.00
    EPAM Systems Inc* Technology 29.44 0.00

    Best 5-Year Relative Performance | More
    09-19-18

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 3 05-16-18

    Worst 5-Year Relative Performance | More
    09-19-18

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 3 05-16-18

    Lowest Expenses | More
    09-19-18

    Highest Expenses | More
    09-19-18

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 7.00
    Polen International Todd Morris 1.70
    Polen Global Growth Jeff Mueller 1.00
    Polen US Small Compa Tucker M. Walsh 0.50

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Polen US Small Compa Tucker M. Walsh 0.50
    Polen Global Growth Jeff Mueller 1.00
    Polen International Todd Morris 1.70
    Polen Growth Institu Daniel Davidowitz 7.00