Polen Growth FundPOLRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$2.2B
Expense ratio
1.22%
1-year return
-6.1%
3 years, a year
+6.3%
5 years, a year
-1.1%
12-month yield
41.87%
Holdings
27
What it aims to do.
Polen Growth Fund (the Fund) seeks to achieve long-term growth of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| AVGO Broadcom Inc | 7.53% |
| MSFT Microsoft Corp | 7.16% |
| GOOG Alphabet Inc | 6.57% |
| AMZN Amazon.Com Inc | 6.26% |
| ORCL Oracle Corp | 5.61% |
| LLY Eli Lilly & Company | 5.48% |
| NVDA Nvidia Corp | 5.00% |
| V Visa Inc | 4.73% |
| MA Mastercard Inc | 4.68% |
| SHOP Shopify Inc | 4.59% |
More on POLRX.
- POLRX overview
- POLRX holdings
- POLRX risk
- POLRX costs
- POLRX money in and out
- POLRX share classes
- Compare POLRX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.