Polen Capital Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return14.530.6626.477.5716.66
    Category Average3.513.2427.80-2.4413.28
    Assets for Each Yr*0.861.271.792.603.79
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 16.66 17.20 15.42

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,787 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 95.84 1.16 Average
    International Stock 5.0 4.16 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-18-19

      Sector YTD Return % % Net Assets  
    Accenture PLC Class A* Technology 31.88 4.70
    PayPal Holdings Inc* Financial Services 37.92 3.54
    Experian PLC* Industrials 27.40 0.07
    Littelfuse Inc* Technology 2.95 0.01
    LeMaitre Vascular Inc* Healthcare 13.79 0.01
    Paycom Software Inc* Technology 81.64 0.01
    Medidata Solutions Inc* Technology 34.90 0.01
    Globant SA* Technology 80.72 0.01
    Fox Factory Holding Corp* Consumer Cyclical 26.58 0.01
    Floor & Decor Holdings Inc* Consumer Cyclical 60.00 0.01
    Medifast Inc* Consumer Cyclical 11.18 0.00
    Texas Roadhouse Inc* Consumer Cyclical -9.65 0.00
    Altair Engineering Inc Class A* Technology 37.06 0.00

    Best 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 2 04-01-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 2 04-01-19

    Lowest Expenses | More
    06-18-19

    Highest Expenses | More
    06-18-19

    Longest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 5.30
    Polen Global Growth Jeff Mueller 1.80
    Polen International Todd Morris 1.50
    Polen US Small Compa Tucker M. Walsh 1.20
    Polen International Rob Forker 0.50

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Polen International Rob Forker 0.50
    Polen US Small Compa Tucker M. Walsh 1.20
    Polen International Todd Morris 1.50
    Polen Global Growth Jeff Mueller 1.80
    Polen Growth Institu Daniel Davidowitz 5.30