Polen Capital Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return16.1514.530.6626.4712.97
    Category Average10.003.513.2427.804.88
    Assets for Each Yr*0.370.861.271.792.60
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 12.97 12.13 15.42

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,601 mil $100,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.9 96.66 1.16 Average
    International Stock 5.0 3.34 1.23 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.49 8.39
    Alphabet Inc Class C* Technology -0.99 6.21
    Adobe Inc* Technology 36.24 5.88
    O'Reilly Automotive Inc* Consumer Cyclical 48.63 5.13
    Accenture PLC A* Technology 7.28 4.65
    Gartner Inc A* Technology 18.12 4.58
    Align Technology Inc* Healthcare -1.29 4.35
    NVIDIA Corp* Technology 3.24 3.74
    Oracle Corp* Technology 6.32 3.52
    Mastercard Inc A* Financial Services 31.59 2.78
    Alphabet Inc A* Technology -0.52 2.27
    Booking Holdings Inc* Consumer Cyclical 9.92 2.17
    Experian PLC* Industrials 8.88 0.05
    Medtronic PLC* Healthcare 15.83 0.05
    Stamps.com Inc* Technology -14.58 0.01
    Pool Corp* Consumer Cyclical 16.27 0.01
    Grand Canyon Education Inc* Consumer Defensive 40.73 0.01
    Medidata Solutions Inc* Technology 10.51 0.01
    Trex Co Inc* Basic Materials 11.17 0.01
    Alarm.com Holdings Inc* Technology 26.23 0.01

    Best 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 1 05-16-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Fund Name 5-Yr Rank Analyst Report  
    Polen Growth Institutional 1 05-16-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Polen Growth Institu Daniel Davidowitz 7.10
    Polen International Todd Morris 1.90
    Polen Global Growth Jeff Mueller 1.20
    Polen US Small Compa Tucker M. Walsh 0.60

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Polen US Small Compa Tucker M. Walsh 0.60
    Polen Global Growth Jeff Mueller 1.20
    Polen International Todd Morris 1.90
    Polen Growth Institu Daniel Davidowitz 7.10