Polen Global Growth FundPGIIX

MUTUAL FUNDPolen
Type
Mutual fund
Peer group
Global equity
Net assets
$143.4M
Expense ratio
1.01%
1-year return
-0.3%
3 years, a year
+6.7%
5 years, a year
+0.5%
Holdings
32

What it aims to do.

Polen Global Growth Fund (the Fund) seeks to achieve long-term growth of capital.

Top 10 holdings.

Holding% of fund
NVDA Nvidia Corp7.53%
GOOG Alphabet Inc7.31%
AVGO Broadcom Inc6.23%
MSFT Microsoft Corp4.95%
JOBY Taiwan Semiconductor Manufacturing Company Ltd4.86%
V Visa Inc4.70%
AMZN Amazon.Com Inc4.58%
MA Mastercard Inc4.35%
JOBY Aon Plc4.29%
SHOP Shopify Inc4.19%

More on PGIIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.