Polen Capital Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return22.3716.1514.530.666.83
    Category Average33.8710.003.513.247.48
    Assets for Each Yr*0.350.370.861.271.40
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 6.83 11.97 12.29

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,401 mil $3,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 98.56 1.13 Average
    International Stock -- 1.44 1.23 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-23-17

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 14.11 7.75
    Facebook Inc A* Technology 21.28 6.70
    Alphabet Inc C* Technology 5.93 6.44
    Nike Inc B* Consumer Cyclical 9.29 5.83
    The Priceline Group Inc* Consumer Cyclical 19.25 5.73
    Starbucks Corp* Consumer Cyclical 1.04 5.49
    Accenture PLC A* Technology 3.10 5.25
    Adobe Systems Inc* Technology 23.23 4.88
    TJX Companies Inc* Consumer Cyclical 4.74 4.84
    Automatic Data Processing Inc* Industrials 1.27 4.50
    Oracle Corp* Technology 17.30 4.47
    Alphabet Inc A* Technology 5.96 4.45
    O'Reilly Automotive Inc* Consumer Cyclical -2.50 4.10
    Celgene Corp* Healthcare 6.45 4.04
    Apple Inc* Technology 22.16 3.80
    Regeneron Pharmaceuticals Inc* Healthcare -0.56 3.66
    Gartner Inc A* Technology 7.81 3.12
    Mastercard Inc A* Financial Services 8.30 2.01
    Align Technology Inc* Healthcare 17.08 1.83
    Dollar General Corp* Consumer Defensive -6.98 1.41

    Best 5-Year Relative Performance | More
    03-23-17

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 51 06-10-16

    Worst 5-Year Relative Performance | More
    03-23-17

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 51 06-10-16

    Lowest Expenses | More
    03-23-17

    Fund Name Expense Ratio Analyst Report  
    Polen Growth Institutional 1.00 06-10-16
    Polen Global Growth Institut 1.10 --

    Highest Expenses | More
    03-23-17

    Fund Name Expense Ratio Analyst Report  
    Polen Global Growth Institut 1.10 --
    Polen Growth Institutional 1.00 06-10-16

    Longest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 6.50
    Polen Global Growth Julian Pick 2.20
    Polen International Todd Morris 0.20

    Shortest Manager Tenure | More
    03-23-17

    Fund Name   Manager Name Avg Manager Tenure  
    Polen International Todd Morris 0.20
    Polen Global Growth Julian Pick 2.20
    Polen Growth Institu Daniel Davidowitz 6.50