Polen Opportunistic High Yield FundDDJRX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$295.7M
Expense ratio
1.14%
1-year return
+5.2%
3 years, a year
—
5 years, a year
—
Holdings
134
What it aims to do.
Polen Opportunistic High Yield Fund (the Fund) seeks to achieve overall total return consisting of a high level of current income together with long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Baffinland Iron Mines Corp | 3.93% |
| Dexko Global Inc | 2.94% |
| CVET Midco 2 LP | 2.84% |
| Athenahealth Group Inc | 2.12% |
| Auction.com LLC (f/k/a Ten-X LLC) | 1.94% |
| Aruba Investments Holdings LLC | 1.91% |
| Teine Energy Ltd | 1.87% |
| Mcgraw-Hill Education Inc | 1.82% |
| Surgery Center Holdings Inc | 1.76% |
| Beach Acquisition Bidco Llc | 1.73% |
More on DDJRX.
- DDJRX overview
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- Compare DDJRX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.