Polaris Global Value FundPGVFX

MUTUAL FUNDPolaris
Type
Mutual fund
Peer group
Global equity
Net assets
$513.5M
Expense ratio
0.99%
1-year return
+29.1%
3 years, a year
+16.4%
5 years, a year
+8.2%
Holdings
86

What it aims to do.

The investment objective of the Polaris Global Value Fund (the Fund) is to seek capital appreciation.

Top 10 holdings.

Holding% of fund
N/A3.85%
Samsung Electronics Co Ltd2.84%
SK hynix Inc2.73%
UTHR United Therapeutics Corp2.73%
Marubeni Corp1.96%
MPC Marathon Petroleum Corp1.73%
GILD Gilead Sciences Inc1.71%
Eni SpA1.68%
LNTH Lantheus Holdings Inc1.65%
BPOP Popular Inc1.60%

More on PGVFX.

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