Polen Capital Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return14.530.6626.477.5724.86
    Category Average3.513.2427.80-2.4422.70
    Assets for Each Yr*0.861.271.792.604.28
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 24.86 18.77 17.22

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,279 mil $3,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 95.58 1.25 Average
    International Stock 5.0 4.42 1.28 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    Zoetis Inc Class A* Healthcare 46.35 4.79
    Starbucks Corp* Consumer Cyclical 51.72 3.98
    O'Reilly Automotive Inc* Consumer Cyclical 8.48 3.73
    Nike Inc B* Consumer Cyclical 12.98 3.62
    Automatic Data Processing Inc* Industrials 29.87 3.47
    Gartner Inc A* Technology 0.56 3.44
    Oracle Corp* Technology 21.02 3.40
    Booking Holdings Inc* Consumer Cyclical 12.82 1.73
    Icon PLC* Healthcare 20.76 0.13
    US Physical Therapy Inc* Healthcare 31.65 0.01
    Floor & Decor Holdings Inc* Consumer Cyclical 74.90 0.01
    Euronet Worldwide Inc* Industrials 49.82 0.01
    EPAM Systems Inc* Technology 63.44 0.01
    Alarm.com Holdings Inc* Technology -9.87 0.01
    Littelfuse Inc* Technology -7.38 0.01
    Grand Canyon Education Inc* Consumer Defensive 31.02 0.01
    Medifast Inc* Consumer Cyclical -15.54 0.00
    Altair Engineering Inc Class A* Technology 26.21 0.00
    AMN Healthcare Services Inc* Healthcare -1.55 0.00

    Best 5-Year Relative Performance | More
    08-13-19

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 1 04-01-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 1 04-01-19

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 4.80
    Polen Global Growth Jeff Mueller 1.90
    Polen International Todd Morris 1.60
    Polen US Small Compa Tucker M. Walsh 1.40
    Polen International Rob Forker 0.60

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen International Rob Forker 0.60
    Polen US Small Compa Tucker M. Walsh 1.40
    Polen International Todd Morris 1.60
    Polen Global Growth Jeff Mueller 1.90
    Polen Growth Institu Daniel Davidowitz 4.80