Polen Capital Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return14.530.6626.477.57--
    Category Average3.513.2427.80-2.447.43
    Assets for Each Yr*0.861.271.792.602.60
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family 7.57 11.05 12.75

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,600 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 96.19 1.16 Average
    International Stock 5.0 3.81 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 8.62
    Zoetis Inc Class A* Healthcare -0.92 4.78
    Accenture PLC A* Technology 6.69 4.48
    Regeneron Pharmaceuticals Inc* Healthcare 12.14 3.28
    Mastercard Inc A* Financial Services 7.25 2.73
    Experian PLC* Industrials 2.41 0.07
    Blackbaud Inc* Technology 12.46 0.01
    LendingTree Inc* Financial Services 31.37 0.01
    LeMaitre Vascular Inc* Healthcare -1.10 0.01
    Globant SA* Technology 15.41 0.01

    Best 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 2 05-16-18

    Worst 5-Year Relative Performance | More
    01-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 2 05-16-18

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 7.30
    Polen International Todd Morris 2.10
    Polen Global Growth Jeff Mueller 1.40
    Polen US Small Compa Tucker M. Walsh 0.80

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen US Small Compa Tucker M. Walsh 0.80
    Polen Global Growth Jeff Mueller 1.40
    Polen International Todd Morris 2.10
    Polen Growth Institu Daniel Davidowitz 7.30