Polen Capital Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return14.530.6626.477.5712.19
    Category Average3.513.2427.80-2.4413.17
    Assets for Each Yr*0.861.271.792.603.20
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 12.19 17.49 14.94

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,203 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 96.09 1.16 Average
    International Stock 5.0 3.91 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc Class C* Technology 15.76 5.97
    Adobe Inc* Technology 15.11 5.86
    Nike Inc B* Consumer Cyclical 18.57 5.19
    O'Reilly Automotive Inc* Consumer Cyclical 8.68 4.78
    Zoetis Inc Class A* Healthcare 15.60 4.66
    Accenture PLC A* Technology 17.86 4.54
    Dollar General Corp* Consumer Defensive 8.74 4.42
    Oracle Corp* Technology 20.11 3.64
    Gartner Inc A* Technology 15.07 3.37
    Regeneron Pharmaceuticals Inc* Healthcare 8.97 3.34
    Mastercard Inc A* Financial Services 22.63 2.88
    Alphabet Inc A* Technology 15.07 2.17
    Icon PLC* Healthcare 4.46 0.11
    Experian PLC* Industrials 10.73 0.07
    Check Point Software Technologie* Technology 22.92 0.05
    Euronet Worldwide Inc* Industrials 37.19 0.01
    Ellie Mae Inc* Technology 57.11 0.01
    EPAM Systems Inc* Technology 46.38 0.01
    Fox Factory Holding Corp* Consumer Cyclical 17.24 0.01
    Littelfuse Inc* Technology 11.49 0.01

    Best 5-Year Relative Performance | More
    03-19-19

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

    Worst 5-Year Relative Performance | More
    03-19-19

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

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    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 1.20
    Polen US Small Compa Tucker M. Walsh 1.00
    Polen International Rob Forker 0.20

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen International Rob Forker 0.20
    Polen US Small Compa Tucker M. Walsh 1.00
    Polen International Todd Morris 1.20
    Polen Global Growth Jeff Mueller 1.50
    Polen Growth Institu Daniel Davidowitz 5.00